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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 | $219,822 | $150,447+46.1% | $136,298+61.3% | $147,586+48.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 23.28% | 1049.15%-1025.9pp | 5156.27%-5133.0pp | 578.59%-555.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,800 | $6,631+32.7% | $6,247+40.9% | $5,439+61.8% |
| Admin fee / account holder | $3,098 | $10,906-71.6% | $9,244-66.5% | $10,886-71.5% |