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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 | $88,624 | $54,690+62.0% | $76,030+16.6% | $74,478+19.0% |
| Participation rate | 33.9% | 60.3%-26.4pp | 69.1%-35.2pp | 67.2%-33.3pp |
| Annual return | 990.52% | 31.92%+958.6pp | 361.54%+629.0pp | 1370.56%-380.0pp |
| Employer contribution / active EE | $53 | $1,781-97.0% | $2,688-98.0% | $2,626-98.0% |
| Participant deferral / active EE | $2,350 | $3,070-23.5% | $4,257-44.8% | $4,350-46.0% |
| Admin fee / account holder | $375 | $2,240-83.3% | $6,421-94.2% | $1,946-80.7% |