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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 | $206,051 | $111,535+84.7% | $105,223+95.8% | $137,256+50.1% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 13.98% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $616 | $3,939-84.4% | $3,689-83.3% | $4,156-85.2% |
| Participant deferral / active EE | $1,982 | $5,500-64.0% | $5,072-60.9% | $6,407-69.1% |
| Admin fee / account holder | $5,060 | $9,721-48.0% | $8,859-42.9% | $12,270-58.8% |