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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 | $198,337 | $107,363+84.7% | $92,909+113.5% | $152,897+29.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 22.61% | 145.63%-123.0pp | 109.44%-86.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $422 | $4,222-90.0% | $3,653-88.5% | $4,764-91.1% |
| Participant deferral / active EE | $4,221 | $4,848-12.9% | $4,238-0.4% | $5,851-27.9% |
| Admin fee / account holder | $22,331 | $7,082+215.3% | $5,795+285.3% | $11,599+92.5% |