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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 | $89,600 | $150,446-40.4% | $136,297-34.3% | $147,585-39.3% |
| Participation rate | 65.0% | 84.4%-19.4pp | 81.9%-16.9pp | 82.8%-17.8pp |
| Annual return | 13.98% | 1049.14%-1035.2pp | 5156.19%-5142.2pp | 578.58%-564.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,913 | $6,631-41.0% | $6,247-37.4% | $5,439-28.1% |
| Admin fee / account holder | $413 | $10,906-96.2% | $9,244-95.5% | $10,886-96.2% |