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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 | $38,897 | $150,442-74.1% | $136,295-71.5% | $147,585-73.6% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 16.98% | 1049.09%-1032.1pp | 5155.97%-5139.0pp | 578.56%-561.6pp |
| Employer contribution / active EE | $885 | $5,256-83.2% | $4,695-81.1% | $4,876-81.8% |
| Participant deferral / active EE | $2,197 | $6,630-66.9% | $6,247-64.8% | $5,439-59.6% |
| Admin fee / account holder | $521 | $10,905-95.2% | $9,243-94.4% | $10,885-95.2% |