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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 | $136,407 | $88,672+53.8% | $105,223+29.6% | $82,448+65.4% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 527.28% | 30.86%+496.4pp | 180.65%+346.6pp | 41.64%+485.6pp |
| Employer contribution / active EE | $517 | $3,048-83.1% | $3,689-86.0% | $2,551-79.8% |
| Participant deferral / active EE | $2,387 | $4,036-40.9% | $5,072-52.9% | $4,139-42.3% |
| Admin fee / account holder | $9,839 | $7,146+37.7% | $8,859+11.1% | $7,234+36.0% |