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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 | $25,375 | $168,626-85.0% | $133,698-81.0% | $145,897-82.6% |
| Participation rate | 43.8% | 80.4%-36.6pp | 76.4%-32.7pp | 80.3%-36.6pp |
| Annual return | 8.53% | 1168.99%-1160.5pp | 580.90%-572.4pp | 552.29%-543.8pp |
| Employer contribution / active EE | $143 | $5,290-97.3% | $4,218-96.6% | $4,663-96.9% |
| Participant deferral / active EE | $2,713 | $8,688-68.8% | $7,016-61.3% | $6,689-59.4% |
| Admin fee / account holder | $11,865 | $9,638+23.1% | $6,703+77.0% | $13,390-11.4% |