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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 | $65,577 | $202,342-67.6% | $172,753-62.0% | $152,909-57.1% |
| Participation rate | 47.4% | 87.1%-39.7pp | 82.6%-35.3pp | 82.5%-35.1pp |
| Annual return | 18.63% | 1029.88%-1011.2pp | 803.00%-784.4pp | 345.46%-326.8pp |
| Employer contribution / active EE | $763 | $5,857-87.0% | $5,144-85.2% | $4,764-84.0% |
| Participant deferral / active EE | $2,855 | $5,948-52.0% | $5,198-45.1% | $5,851-51.2% |
| Admin fee / account holder | $1,353 | $17,112-92.1% | $13,956-90.3% | $11,601-88.3% |