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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 | $68,360 | $88,778-23.0% | $81,844-16.5% | $145,884-53.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 20.18% | 1033.03%-1012.9pp | 778.87%-758.7pp | 551.85%-531.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,418 | $4,648-26.5% | $4,323-20.9% | $6,690-48.9% |
| Admin fee / account holder | $528 | $8,430-93.7% | $7,355-92.8% | $13,392-96.1% |