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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 | $26,974 | $109,905-75.5% | $98,506-72.6% | $167,553-83.9% |
| Participation rate | 36.8% | 75.8%-39.0pp | 73.3%-36.5pp | 82.1%-45.3pp |
| Annual return | 9.82% | 1960.20%-1950.4pp | 1494.92%-1485.1pp | 478.89%-469.1pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,022 | $4,674-56.7% | $4,277-52.7% | $6,343-68.1% |
| Admin fee / account holder | $1,290 | $6,760-80.9% | $5,955-78.3% | $12,316-89.5% |