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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 | $50,934 | $88,815-42.7% | $81,882-37.8% | $145,897-65.1% |
| Participation rate | 47.1% | 75.1%-28.0pp | 72.4%-25.3pp | 80.3%-33.2pp |
| Annual return | 12.92% | 1033.75%-1020.8pp | 779.47%-766.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $263 | $3,086-91.5% | $2,916-91.0% | $4,663-94.4% |
| Participant deferral / active EE | $1,503 | $4,647-67.7% | $4,323-65.2% | $6,689-77.5% |
| Admin fee / account holder | $1,228 | $8,434-85.4% | $7,360-83.3% | $13,390-90.8% |