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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 | $46,571 | $88,754-47.5% | $81,820-43.1% | $145,877-68.1% |
| Participation rate | 43.5% | 75.1%-31.6pp | 72.4%-28.9pp | 80.3%-36.8pp |
| Annual return | 18.28% | 1031.77%-1013.5pp | 777.93%-759.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,718 | $4,648-20.0% | $4,323-14.0% | $6,691-44.4% |
| Admin fee / account holder | $468 | $8,424-94.4% | $7,391-93.7% | $13,402-96.5% |