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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 | $57,746 | $171,867-66.4% | $149,721-61.4% | $147,586-60.9% |
| Participation rate | 42.9% | 88.2%-45.3pp | 87.1%-44.2pp | 82.8%-40.0pp |
| Annual return | 18.98% | 2113.36%-2094.4pp | 1501.67%-1482.7pp | 578.59%-559.6pp |
| Employer contribution / active EE | $683 | $6,275-89.1% | $5,444-87.5% | $4,876-86.0% |
| Participant deferral / active EE | $5,279 | $7,270-27.4% | $6,568-19.6% | $5,439-2.9% |
| Admin fee / account holder | $2,544 | $13,799-81.6% | $11,282-77.4% | $10,886-76.6% |