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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 | $49,088 | $150,447-67.4% | $136,298-64.0% | $147,586-66.7% |
| Participation rate | 35.7% | 84.4%-48.7pp | 81.9%-46.2pp | 82.8%-47.1pp |
| Annual return | 11.74% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,517 | $6,631-47.0% | $6,247-43.7% | $5,439-35.3% |
| Admin fee / account holder | $2,498 | $10,906-77.1% | $9,244-73.0% | $10,886-77.1% |