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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 | $103,600 | $202,342-48.8% | $172,752-40.0% | $152,897-32.2% |
| Participation rate | 43.5% | 87.1%-43.6pp | 82.6%-39.2pp | 82.5%-39.0pp |
| Annual return | 20.78% | 1029.83%-1009.0pp | 802.97%-782.2pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,074 | $5,858-81.7% | $5,144-79.1% | $4,764-77.5% |
| Participant deferral / active EE | $3,390 | $5,948-43.0% | $5,198-34.8% | $5,851-42.1% |
| Admin fee / account holder | $4,254 | $17,111-75.1% | $13,955-69.5% | $11,599-63.3% |