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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 | $141,228 | $226,090-37.5% | $182,531-22.6% | $152,885-7.6% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.5%-57.5pp |
| Annual return | 105.52% | 192.57%-87.0pp | 148.57%-43.1pp | 345.39%-239.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,859 | $6,369-55.1% | $5,525-48.3% | $5,851-51.1% |
| Admin fee / account holder | $134,269 | $10,705+1154.3% | $8,593+1462.6% | $11,598+1057.7% |