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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 | $102,071 | $150,447-32.2% | $136,298-25.1% | $147,586-30.8% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 20.77% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,903 | $6,631-11.0% | $6,247-5.5% | $5,439+8.5% |
| Admin fee / account holder | $4,124 | $10,906-62.2% | $9,244-55.4% | $10,886-62.1% |