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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 | $45,718 | $160,059-71.4% | $140,019-67.3% | $135,382-66.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 57.39% | 911.44%-854.1pp | 651.15%-593.8pp | 519.77%-462.4pp |
| Employer contribution / active EE | $581 | $6,420-90.9% | $5,605-89.6% | $4,779-87.8% |
| Participant deferral / active EE | $3,146 | $7,641-58.8% | $6,927-54.6% | $5,609-43.9% |
| Admin fee / account holder | $995 | $13,328-92.5% | $10,705-90.7% | $10,829-90.8% |