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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 | $137,630 | $150,445-8.5% | $136,297+1.0% | $147,585-6.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 23.22% | 1049.14%-1025.9pp | 5156.16%-5132.9pp | 578.57%-555.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,189 | $6,631+38.6% | $6,247+47.1% | $5,439+69.0% |
| Admin fee / account holder | $680 | $10,906-93.8% | $9,244-92.6% | $10,885-93.8% |