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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 | $212,305 | $182,442+16.4% | $163,379+29.9% | $138,895+52.9% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.8%-40.5pp | 79.9%-43.6pp |
| Annual return | 15.14% | 72.74%-57.6pp | 63.41%-48.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $129 | $4,159-96.9% | $3,752-96.6% | $4,194-96.9% |
| Participant deferral / active EE | $10,555 | $6,817+54.8% | $6,282+68.0% | $6,396+65.0% |
| Admin fee / account holder | $436 | $10,396-95.8% | $9,818-95.6% | $12,562-96.5% |