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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 | $97,541 | $150,447-35.2% | $136,298-28.4% | $147,586-33.9% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 21.70% | 1049.15%-1027.5pp | 5156.27%-5134.6pp | 578.59%-556.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,014 | $6,631+66.1% | $6,247+76.3% | $5,439+102.5% |
| Admin fee / account holder | $4,608 | $10,906-57.7% | $9,244-50.2% | $10,886-57.7% |