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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 | $49,488 | $102,422-51.7% | $147,117-66.4% | $80,959-38.9% |
| Participation rate | 69.1% | 75.9%-6.8pp | 82.2%-13.1pp | 67.7%+1.4pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,847 | $6,652+18.0% | $8,065-2.7% | $4,300+82.5% |
| Admin fee / account holder | $1,547 | $7,953-80.5% | $12,993-88.1% | $6,925-77.7% |