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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 | $78,525 | $154,228-49.1% | $145,433-46.0% | $137,256-42.8% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 44.77% | 74.59%-29.8pp | 66.58%-21.8pp | 220.34%-175.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,144 | $8,216+35.6% | $7,897+41.1% | $6,407+73.9% |
| Admin fee / account holder | $19,295 | $14,344+34.5% | $13,129+47.0% | $12,270+57.3% |