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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 | $235,061 | $172,111+36.6% | $150,298+56.4% | $137,256+71.3% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 13.44% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $691 | $4,636-85.1% | $4,154-83.4% | $4,156-83.4% |
| Participant deferral / active EE | $3,500 | $6,166-43.2% | $5,453-35.8% | $6,407-45.4% |
| Admin fee / account holder | $933 | $16,471-94.3% | $14,116-93.4% | $12,270-92.4% |