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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 | $102,938+51.6% | $94,105+65.9% | $138,895+12.4% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 35163.34% | 250.28%+34913.1pp | 204.55%+34958.8pp | 145.39%+35018.0pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,765 | $4,196-57.9% | $3,881-54.5% | $6,396-72.4% |
| Admin fee / account holder | $1,244 | $6,600-81.2% | $6,199-79.9% | $12,562-90.1% |