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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 | $156,091 | $126,113+23.8% | $116,096+34.4% | $155,188+0.6% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 35163.34% | 391.72%+34771.6pp | 326.25%+34837.1pp | 148.84%+35014.5pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,765 | $4,162-57.6% | $3,952-55.3% | $6,531-73.0% |
| Admin fee / account holder | $1,244 | $8,045-84.5% | $7,704-83.9% | $14,480-91.4% |