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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 | $237,804 | $209,336+13.6% | $197,124+20.6% | $137,256+73.3% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 13.19% | 48.09%-34.9pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $454 | $6,591-93.1% | $6,227-92.7% | $4,156-89.1% |
| Participant deferral / active EE | $7,283 | $9,614-24.2% | $9,135-20.3% | $6,407+13.7% |
| Admin fee / account holder | $449 | $17,308-97.4% | $16,298-97.2% | $12,270-96.3% |