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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 | $178,369 | $111,535+59.9% | $105,223+69.5% | $137,256+30.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 12.80% | 237.85%-225.1pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $432 | $3,939-89.0% | $3,689-88.3% | $4,156-89.6% |
| Participant deferral / active EE | $4,440 | $5,500-19.3% | $5,072-12.5% | $6,407-30.7% |
| Admin fee / account holder | $1,929 | $9,721-80.2% | $8,859-78.2% | $12,270-84.3% |