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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 | $59,198 | $45,152+31.1% | $73,836-19.8% | $59,633-0.7% |
| Participation rate | 46.9% | 64.0%-17.1pp | 73.4%-26.6pp | 68.7%-21.8pp |
| Annual return | -1.53% | 27.40%-28.9pp | 2268.06%-2269.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,592 | $2,573+0.7% | $3,583-27.7% | $3,192-18.8% |
| Admin fee / account holder | $8,770 | $3,515+149.5% | $4,882+79.6% | $4,297+104.1% |