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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,988 | $60,128-41.8% | $90,440-61.3% | $79,852-56.2% |
| Participation rate | 52.3% | 65.0%-12.7pp | 72.7%-20.4pp | 69.6%-17.4pp |
| Annual return | 0.00% | 71.95%-71.9pp | 1294.38%-1294.4pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,154 | $2,939-60.7% | $3,964-70.9% | $3,740-69.2% |
| Admin fee / account holder | $9,666 | $3,977+143.0% | $5,615+72.2% | $5,306+82.2% |