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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 | $211,787 | $173,340+22.2% | $136,007+55.7% | $145,959+45.1% |
| Participation rate | 69.2% | 80.5%-11.2pp | 76.5%-7.2pp | 80.3%-11.1pp |
| Annual return | 12.69% | 1163.32%-1150.6pp | 579.32%-566.6pp | 561.95%-549.3pp |
| Employer contribution / active EE | $494 | $5,275-90.6% | $4,215-88.3% | $4,661-89.4% |
| Participant deferral / active EE | $11,641 | $8,699+33.8% | $7,024+65.7% | $6,689+74.0% |
| Admin fee / account holder | $7,639 | $9,954-23.3% | $6,858+11.4% | $13,398-43.0% |