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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 | $229,276 | $129,737+76.7% | $119,126+92.5% | $154,746+48.2% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 23.46% | 379.08%-355.6pp | 282.11%-258.6pp | 172.34%-148.9pp |
| Employer contribution / active EE | $203 | $4,375-95.4% | $4,034-95.0% | $4,379-95.4% |
| Participant deferral / active EE | $2,831 | $5,842-51.5% | $5,318-46.8% | $6,730-57.9% |
| Admin fee / account holder | $479 | $11,961-96.0% | $10,693-95.5% | $14,365-96.7% |