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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 | $221,185 | $212,386+4.1% | $199,883+10.7% | $138,895+59.2% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 20.02% | 47.75%-27.7pp | 43.81%-23.8pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,003 | $6,625-84.9% | $6,261-84.0% | $4,194-76.1% |
| Participant deferral / active EE | $8,113 | $9,617-15.6% | $9,138-11.2% | $6,396+26.8% |
| Admin fee / account holder | $2,053 | $18,233-88.7% | $17,268-88.1% | $12,562-83.7% |