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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 | $158,625 | $114,119+39.0% | $107,187+48.0% | $138,895+14.2% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 79.9%-11.2pp |
| Annual return | 14.86% | 273.21%-258.3pp | 204.55%-189.7pp | 145.39%-130.5pp |
| Employer contribution / active EE | $605 | $4,059-85.1% | $3,782-84.0% | $4,194-85.6% |
| Participant deferral / active EE | $6,045 | $5,538+9.2% | $5,096+18.6% | $6,396-5.5% |
| Admin fee / account holder | $1,607 | $10,024-84.0% | $9,162-82.5% | $12,562-87.2% |