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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 | $215,435 | $129,737+66.1% | $119,126+80.8% | $154,746+39.2% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 16.43% | 379.08%-362.6pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $897 | $4,375-79.5% | $4,034-77.8% | $4,379-79.5% |
| Participant deferral / active EE | $2,243 | $5,842-61.6% | $5,318-57.8% | $6,730-66.7% |
| Admin fee / account holder | $836 | $11,961-93.0% | $10,693-92.2% | $14,365-94.2% |