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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 | $147,649 | $88,778+66.3% | $81,844+80.4% | $145,884+1.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.38% | 1033.03%-1022.7pp | 778.87%-768.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,730 | $4,648+23.3% | $4,323+32.5% | $6,690-14.3% |
| Admin fee / account holder | $3,195 | $8,430-62.1% | $7,355-56.6% | $13,392-76.1% |