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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 | $76,129 | $88,815-14.3% | $81,882-7.0% | $145,897-47.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 15.87% | 1033.75%-1017.9pp | 779.47%-763.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,249 | $4,647-73.1% | $4,323-71.1% | $6,689-81.3% |
| Admin fee / account holder | $13,121 | $8,434+55.6% | $7,360+78.3% | $13,390-2.0% |