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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 | $246,590 | $148,623+65.9% | $135,974+81.4% | $139,466+76.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 20.05% | 79.30%-59.2pp | 68.30%-48.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $583 | $5,246-88.9% | $4,859-88.0% | $4,754-87.7% |
| Participant deferral / active EE | $13,685 | $8,103+68.9% | $7,760+76.4% | $6,712+103.9% |
| Admin fee / account holder | $3,940 | $12,406-68.2% | $10,767-63.4% | $11,409-65.5% |