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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 | $175,348 | $183,592-4.5% | $155,574+12.7% | $145,877+20.2% |
| Participation rate | 65.0% | 82.7%-17.7pp | 78.2%-13.2pp | 80.3%-15.3pp |
| Annual return | 17.16% | 61.37%-44.2pp | 64.87%-47.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $684 | $5,317-87.1% | $4,676-85.4% | $4,663-85.3% |
| Participant deferral / active EE | $2,954 | $6,466-54.3% | $5,629-47.5% | $6,691-55.8% |
| Admin fee / account holder | $6,654 | $19,316-65.6% | $15,914-58.2% | $13,402-50.4% |