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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 | $201,090 | $72,071+179.0% | $68,368+194.1% | $137,256+46.5% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.0%-11.5pp |
| Annual return | 15.63% | 353.14%-337.5pp | 292.57%-276.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $313 | $2,788-88.8% | $2,649-88.2% | $4,156-92.5% |
| Participant deferral / active EE | $5,540 | $4,410+25.6% | $4,123+34.4% | $6,407-13.5% |
| Admin fee / account holder | $18,638 | $5,336+249.3% | $5,150+261.9% | $12,270+51.9% |