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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 | $154,650 | $202,342-23.6% | $172,753-10.5% | $152,909+1.1% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.5%-26.2pp |
| Annual return | 24.01% | 1029.88%-1005.9pp | 803.00%-779.0pp | 345.46%-321.5pp |
| Employer contribution / active EE | $1,235 | $5,857-78.9% | $5,144-76.0% | $4,764-74.1% |
| Participant deferral / active EE | $3,786 | $5,948-36.3% | $5,198-27.2% | $5,851-35.3% |
| Admin fee / account holder | $447 | $17,112-97.4% | $13,956-96.8% | $11,601-96.2% |