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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 | $242,832 | $172,111+41.1% | $150,298+61.6% | $137,256+76.9% |
| Participation rate | 30.0% | 81.7%-51.7pp | 77.8%-47.8pp | 80.0%-50.0pp |
| Annual return | 13.80% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $772 | $4,636-83.4% | $4,154-81.4% | $4,156-81.4% |
| Participant deferral / active EE | $2,611 | $6,166-57.7% | $5,453-52.1% | $6,407-59.2% |
| Admin fee / account holder | $379 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |