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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 | $65,874 | $150,446-56.2% | $136,297-51.7% | $147,585-55.4% |
| Participation rate | 15.4% | 84.4%-69.0pp | 81.9%-66.5pp | 82.8%-67.4pp |
| Annual return | 28.64% | 1049.14%-1020.5pp | 5156.19%-5127.5pp | 578.58%-549.9pp |
| Employer contribution / active EE | $374 | $5,256-92.9% | $4,696-92.0% | $4,876-92.3% |
| Participant deferral / active EE | $2,862 | $6,631-56.8% | $6,247-54.2% | $5,439-47.4% |
| Admin fee / account holder | $7,292 | $10,906-33.1% | $9,244-21.1% | $10,886-33.0% |