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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 | $108,529 | $184,000-41.0% | $162,185-33.1% | $152,909-29.0% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.6%-32.6pp | 82.5%-27.5pp |
| Annual return | 21.21% | 150.80%-129.6pp | 115.61%-94.4pp | 345.46%-324.3pp |
| Employer contribution / active EE | $311 | $6,370-95.1% | $5,613-94.5% | $4,764-93.5% |
| Participant deferral / active EE | $4,412 | $8,033-45.1% | $7,297-39.5% | $5,851-24.6% |
| Admin fee / account holder | $36,037 | $13,124+174.6% | $10,844+232.3% | $11,601+210.6% |