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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 | $72,069 | $55,446+30.0% | $155,574-53.7% | $74,429-3.2% |
| Participation rate | 35.2% | 61.9%-26.7pp | 78.2%-43.0pp | 67.2%-32.0pp |
| Annual return | 13.42% | 269.20%-255.8pp | 64.87%-51.4pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $1 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,054 | $2,836+7.7% | $5,629-45.8% | $4,348-29.8% |
| Admin fee / account holder | $1,156 | $1,743-33.7% | $15,914-92.7% | $1,944-40.5% |