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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 | $28,614 | $88,702-67.7% | $81,780-65.0% | $145,978-80.4% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.4%-19.4pp | 80.3%-27.4pp |
| Annual return | 11.62% | 1029.12%-1017.5pp | 776.27%-764.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $150 | $3,084-95.1% | $2,914-94.8% | $4,662-96.8% |
| Participant deferral / active EE | $3,109 | $4,645-33.1% | $4,321-28.0% | $6,690-53.5% |
| Admin fee / account holder | $2,459 | $8,414-70.8% | $7,384-66.7% | $13,400-81.7% |