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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 | $58,009 | $202,342-71.3% | $172,752-66.4% | $152,897-62.1% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 25.38% | 1029.83%-1004.4pp | 802.97%-777.6pp | 345.43%-320.1pp |
| Employer contribution / active EE | $967 | $5,858-83.5% | $5,144-81.2% | $4,764-79.7% |
| Participant deferral / active EE | $4,256 | $5,948-28.5% | $5,198-18.1% | $5,851-27.3% |
| Admin fee / account holder | $552 | $17,111-96.8% | $13,955-96.0% | $11,599-95.2% |