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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 | $43,020 | $138,114-68.9% | $125,391-65.7% | $134,545-68.0% |
| Participation rate | 60.9% | 84.5%-23.6pp | 82.4%-21.5pp | 81.2%-20.4pp |
| Annual return | -18.99% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $770 | $5,246-85.3% | $4,816-84.0% | $4,742-83.8% |
| Participant deferral / active EE | $2,921 | $7,801-62.6% | $7,448-60.8% | $6,401-54.4% |
| Admin fee / account holder | $3,355 | $11,570-71.0% | $10,009-66.5% | $11,431-70.6% |