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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 | $35,026 | $96,388-63.7% | $80,627-56.6% | $139,466-74.9% |
| Participation rate | 14.3% | 73.6%-59.4pp | 67.0%-52.7pp | 80.3%-66.0pp |
| Annual return | 46.03% | 1352.08%-1306.0pp | 936.76%-890.7pp | 373.66%-327.6pp |
| Employer contribution / active EE | $150 | $3,260-95.4% | $2,723-94.5% | $4,754-96.8% |
| Participant deferral / active EE | $2,664 | $5,224-49.0% | $4,443-40.0% | $6,712-60.3% |
| Admin fee / account holder | $1,901 | $6,603-71.2% | $5,381-64.7% | $11,409-83.3% |