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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 | $88,754+41.1% | $81,820+53.0% | $145,877-14.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 17.24% | 1031.77%-1014.5pp | 777.93%-760.7pp | 551.28%-534.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,909 | $4,648+91.7% | $4,323+106.1% | $6,691+33.2% |
| Admin fee / account holder | $427 | $8,424-94.9% | $7,391-94.2% | $13,402-96.8% |