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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 | $118,747 | $107,368+10.6% | $92,915+27.8% | $152,909-22.3% |
| Participation rate | 40.9% | 79.8%-38.9pp | 76.0%-35.1pp | 82.5%-41.5pp |
| Annual return | 23.20% | 145.64%-122.4pp | 109.45%-86.2pp | 345.46%-322.3pp |
| Employer contribution / active EE | $189 | $4,222-95.5% | $3,653-94.8% | $4,764-96.0% |
| Participant deferral / active EE | $1,889 | $4,848-61.0% | $4,238-55.4% | $5,851-67.7% |
| Admin fee / account holder | $1,014 | $7,082-85.7% | $5,796-82.5% | $11,601-91.3% |