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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 | $41,396 | $96,691-57.2% | $86,656-52.2% | $139,487-70.3% |
| Participation rate | 64.3% | 74.4%-10.1pp | 71.7%-7.4pp | 80.3%-16.1pp |
| Annual return | 14.53% | 106.87%-92.3pp | 593.09%-578.6pp | 373.84%-359.3pp |
| Employer contribution / active EE | $231 | $3,267-92.9% | $3,025-92.4% | $4,755-95.1% |
| Participant deferral / active EE | $1,783 | $4,838-63.1% | $4,439-59.8% | $6,713-73.4% |
| Admin fee / account holder | $1,731 | $6,414-73.0% | $5,619-69.2% | $11,407-84.8% |