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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 | $108,242 | $81,208+33.3% | $98,920+9.4% | $79,856+35.5% |
| Participation rate | 65.9% | 72.5%-6.7pp | 76.0%-10.2pp | 69.6%-3.8pp |
| Annual return | 10.73% | 60.99%-50.3pp | 196.47%-185.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $406 | $1,960-79.3% | $2,689-84.9% | $2,471-83.6% |
| Participant deferral / active EE | $2,184 | $3,265-33.1% | $4,245-48.6% | $3,741-41.6% |
| Admin fee / account holder | $4,399 | $6,013-26.8% | $6,643-33.8% | $5,306-17.1% |