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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 | $211,645 | $124,175+70.4% | $108,405+95.2% | $167,553+26.3% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 13.48% | 1380.13%-1366.7pp | 905.55%-892.1pp | 478.89%-465.4pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $20,689 | $6,908+199.5% | $6,563+215.2% | $6,343+226.2% |
| Admin fee / account holder | $42,974 | $9,457+354.4% | $7,297+489.0% | $12,316+248.9% |