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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 | $171,590 | $154,228+11.3% | $145,433+18.0% | $137,256+25.0% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 13.60% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $639 | $4,804-86.7% | $4,554-86.0% | $4,156-84.6% |
| Participant deferral / active EE | $3,736 | $8,216-54.5% | $7,897-52.7% | $6,407-41.7% |
| Admin fee / account holder | $5,699 | $14,344-60.3% | $13,129-56.6% | $12,270-53.6% |