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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 | $71,105 | $202,342-64.9% | $172,752-58.8% | $152,897-53.5% |
| Participation rate | 22.2% | 87.1%-64.8pp | 82.6%-60.4pp | 82.5%-60.2pp |
| Annual return | 45.10% | 1029.83%-984.7pp | 802.97%-757.9pp | 345.43%-300.3pp |
| Employer contribution / active EE | $207 | $5,858-96.5% | $5,144-96.0% | $4,764-95.7% |
| Participant deferral / active EE | $2,111 | $5,948-64.5% | $5,198-59.4% | $5,851-63.9% |
| Admin fee / account holder | $1,381 | $17,111-91.9% | $13,955-90.1% | $11,599-88.1% |