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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 | $31,961 | $202,342-84.2% | $172,753-81.5% | $152,909-79.1% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 32.40% | 1029.88%-997.5pp | 803.00%-770.6pp | 345.46%-313.1pp |
| Employer contribution / active EE | $554 | $5,857-90.5% | $5,144-89.2% | $4,764-88.4% |
| Participant deferral / active EE | $2,602 | $5,948-56.2% | $5,198-49.9% | $5,851-55.5% |
| Admin fee / account holder | $850 | $17,112-95.0% | $13,956-93.9% | $11,601-92.7% |