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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 | $231,891 | $201,259+15.2% | $184,200+25.9% | $145,959+58.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 23.21% | 28.98%-5.8pp | 28.80%-5.6pp | 561.95%-538.7pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,542 | $9,806-33.3% | $9,132-28.4% | $6,689-2.2% |
| Admin fee / account holder | $1,726 | $16,372-89.5% | $13,907-87.6% | $13,398-87.1% |