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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 | $12,955 | $88,778-85.4% | $81,844-84.2% | $145,884-91.1% |
| Participation rate | 60.9% | 75.1%-14.2pp | 72.4%-11.5pp | 80.3%-19.4pp |
| Annual return | 15.90% | 1033.03%-1017.1pp | 778.87%-763.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $965 | $4,648-79.2% | $4,323-77.7% | $6,690-85.6% |
| Admin fee / account holder | $2,875 | $8,430-65.9% | $7,355-60.9% | $13,392-78.5% |