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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 | $230,660 | $124,351+85.5% | $109,188+111.2% | $167,553+37.7% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 15.74% | 26.04%-10.3pp | 25.76%-10.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $245 | $4,210-94.2% | $3,723-93.4% | $4,840-94.9% |
| Participant deferral / active EE | $8,667 | $5,257+64.9% | $4,654+86.2% | $6,343+36.6% |
| Admin fee / account holder | $2,326 | $7,975-70.8% | $6,755-65.6% | $12,316-81.1% |