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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 | $37,943 | $89,225-57.5% | $135,987-72.1% | $74,429-49.0% |
| Participation rate | 22.1% | 69.4%-47.3pp | 76.4%-54.3pp | 67.2%-45.1pp |
| Annual return | 16.50% | 22.76%-6.3pp | 580.01%-563.5pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $3 | $2,816-99.9% | $4,214-99.9% | $2,625-99.9% |
| Participant deferral / active EE | $2,150 | $4,597-53.2% | $7,027-69.4% | $4,348-50.5% |
| Admin fee / account holder | $6,464 | $1,545+318.3% | $6,716-3.7% | $1,944+232.5% |