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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 | $186,816 | $156,398+19.4% | $147,318+26.8% | $138,895+34.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 17.41% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $282 | $4,853-94.2% | $4,593-93.9% | $4,194-93.3% |
| Participant deferral / active EE | $4,235 | $8,237-48.6% | $7,906-46.4% | $6,396-33.8% |
| Admin fee / account holder | $10,612 | $14,976-29.1% | $13,708-22.6% | $12,562-15.5% |