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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 | $39,922 | $169,161-76.4% | $129,295-69.1% | $145,959-72.6% |
| Participation rate | 46.2% | 76.5%-30.3pp | 69.6%-23.5pp | 80.3%-34.1pp |
| Annual return | 12.08% | 14348.07%-14336.0pp | 9429.28%-9417.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,644 | $4,989-47.0% | $4,169-36.6% | $6,689-60.5% |
| Admin fee / account holder | $15,214 | $9,878+54.0% | $7,665+98.5% | $13,398+13.6% |