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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 | $190,665 | $183,539+3.9% | $155,556+22.6% | $145,897+30.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.85% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $892 | $5,315-83.2% | $4,675-80.9% | $4,663-80.9% |
| Participant deferral / active EE | $10,700 | $6,467+65.5% | $5,631+90.0% | $6,689+60.0% |
| Admin fee / account holder | $1,189 | $19,275-93.8% | $15,885-92.5% | $13,390-91.1% |