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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 | $33,297 | $202,342-83.5% | $172,753-80.7% | $152,909-78.2% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 21.69% | 1029.88%-1008.2pp | 803.00%-781.3pp | 345.46%-323.8pp |
| Employer contribution / active EE | $892 | $5,857-84.8% | $5,144-82.7% | $4,764-81.3% |
| Participant deferral / active EE | $2,852 | $5,948-52.0% | $5,198-45.1% | $5,851-51.3% |
| Admin fee / account holder | $354 | $17,112-97.9% | $13,956-97.5% | $11,601-96.9% |