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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 | $197,262 | $183,516+7.5% | $155,534+26.8% | $145,884+35.2% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 15.60% | 61.43%-45.8pp | 64.92%-49.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $560 | $5,315-89.5% | $4,675-88.0% | $4,662-88.0% |
| Participant deferral / active EE | $3,813 | $6,467-41.0% | $5,630-32.3% | $6,690-43.0% |
| Admin fee / account holder | $798 | $19,293-95.9% | $15,900-95.0% | $13,392-94.0% |