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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 | $247,245 | $114,119+116.7% | $107,187+130.7% | $138,895+78.0% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 79.9%-59.9pp |
| Annual return | 14.87% | 273.21%-258.3pp | 204.55%-189.7pp | 145.39%-130.5pp |
| Employer contribution / active EE | $558 | $4,059-86.2% | $3,782-85.2% | $4,194-86.7% |
| Participant deferral / active EE | $1,567 | $5,538-71.7% | $5,096-69.3% | $6,396-75.5% |
| Admin fee / account holder | $3,987 | $10,024-60.2% | $9,162-56.5% | $12,562-68.3% |