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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 | $61,131 | $171,867-64.4% | $149,721-59.2% | $147,586-58.6% |
| Participation rate | 65.2% | 88.2%-23.0pp | 87.1%-21.8pp | 82.8%-17.6pp |
| Annual return | 10.20% | 2113.36%-2103.2pp | 1501.67%-1491.5pp | 578.59%-568.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,043 | $7,270-58.1% | $6,568-53.7% | $5,439-44.1% |
| Admin fee / account holder | $3,386 | $13,799-75.5% | $11,282-70.0% | $10,886-68.9% |