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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 | $125,198 | $88,815+41.0% | $81,882+52.9% | $145,897-14.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 17.24% | 1033.75%-1016.5pp | 779.47%-762.2pp | 552.29%-535.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,909 | $4,647+91.7% | $4,323+106.1% | $6,689+33.2% |
| Admin fee / account holder | $427 | $8,434-94.9% | $7,360-94.2% | $13,390-96.8% |