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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 | $25,117 | $154,754-83.8% | $124,206-79.8% | $138,895-81.9% |
| Participation rate | 30.8% | 75.5%-44.7pp | 69.6%-38.8pp | 79.9%-49.1pp |
| Annual return | 54.90% | 709.28%-654.4pp | 515.27%-460.4pp | 145.39%-90.5pp |
| Employer contribution / active EE | $15 | $4,446-99.7% | $3,540-99.6% | $4,194-99.6% |
| Participant deferral / active EE | $856 | $4,621-81.5% | $3,968-78.4% | $6,396-86.6% |
| Admin fee / account holder | $2,698 | $6,690-59.7% | $5,929-54.5% | $12,562-78.5% |