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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 | $160,313 | $88,754+80.6% | $81,820+95.9% | $145,877+9.9% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 12.61% | 1031.77%-1019.2pp | 777.93%-765.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,711 | $4,648+1.4% | $4,323+9.0% | $6,691-29.6% |
| Admin fee / account holder | $14,962 | $8,424+77.6% | $7,391+102.4% | $13,402+11.6% |