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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 | $35,354 | $176,688-80.0% | $130,660-72.9% | $152,909-76.9% |
| Participation rate | 56.5% | 79.0%-22.4pp | 71.7%-15.2pp | 82.5%-25.9pp |
| Annual return | 20.06% | 2693.08%-2673.0pp | 1709.29%-1689.2pp | 345.46%-325.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,785 | $4,362-59.1% | $3,603-50.5% | $5,851-69.5% |
| Admin fee / account holder | $343 | $7,131-95.2% | $5,463-93.7% | $11,601-97.0% |