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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 | $60,958 | $202,342-69.9% | $172,753-64.7% | $152,909-60.1% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 18.78% | 1029.88%-1011.1pp | 803.00%-784.2pp | 345.46%-326.7pp |
| Employer contribution / active EE | $792 | $5,857-86.5% | $5,144-84.6% | $4,764-83.4% |
| Participant deferral / active EE | $3,471 | $5,948-41.6% | $5,198-33.2% | $5,851-40.7% |
| Admin fee / account holder | $2,225 | $17,112-87.0% | $13,956-84.1% | $11,601-80.8% |