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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 | $196,955 | $125,190+57.3% | $105,624+86.5% | $145,897+35.0% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 9.55% | 225.22%-215.7pp | 116.20%-106.7pp | 552.29%-542.7pp |
| Employer contribution / active EE | $501 | $3,720-86.5% | $3,168-84.2% | $4,663-89.3% |
| Participant deferral / active EE | $8,714 | $5,716+52.5% | $5,013+73.8% | $6,689+30.3% |
| Admin fee / account holder | $5,944 | $17,138-65.3% | $10,961-45.8% | $13,390-55.6% |