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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 | $188,513 | $160,028+17.8% | $147,080+28.2% | $145,884+29.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 20.77% | 98.60%-77.8pp | 420.17%-399.4pp | 551.85%-531.1pp |
| Employer contribution / active EE | $624 | $5,286-88.2% | $4,933-87.4% | $4,662-86.6% |
| Participant deferral / active EE | $6,863 | $8,422-18.5% | $8,066-14.9% | $6,690+2.6% |
| Admin fee / account holder | $472 | $15,030-96.9% | $12,989-96.4% | $13,392-96.5% |