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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 | $131,667 | $88,815+48.2% | $81,882+60.8% | $145,897-9.8% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 16.56% | 1033.75%-1017.2pp | 779.47%-762.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,048 | $4,647+30.2% | $4,323+39.9% | $6,689-9.6% |
| Admin fee / account holder | $1,144 | $8,434-86.4% | $7,360-84.5% | $13,390-91.5% |