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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 | $44,939 | $183,539-75.5% | $155,556-71.1% | $145,897-69.2% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 0.00% | 61.31%-61.3pp | 64.84%-64.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $997 | $5,315-81.2% | $4,675-78.7% | $4,663-78.6% |
| Participant deferral / active EE | $3,379 | $6,467-47.8% | $5,631-40.0% | $6,689-49.5% |
| Admin fee / account holder | $346 | $19,275-98.2% | $15,885-97.8% | $13,390-97.4% |