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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 | $202,684 | $134,817+50.3% | $123,973+63.5% | $155,188+30.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 15.02% | 515.49%-500.5pp | 388.13%-373.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $676 | $4,425-84.7% | $4,126-83.6% | $4,248-84.1% |
| Participant deferral / active EE | $4,524 | $5,706-20.7% | $5,247-13.8% | $6,531-30.7% |
| Admin fee / account holder | $1,903 | $13,245-85.6% | $11,799-83.9% | $14,480-86.9% |