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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 | $162,517 | $148,623+9.3% | $135,974+19.5% | $139,466+16.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 12.89% | 79.30%-66.4pp | 68.30%-55.4pp | 373.66%-360.8pp |
| Employer contribution / active EE | $653 | $5,246-87.6% | $4,859-86.6% | $4,754-86.3% |
| Participant deferral / active EE | $10,458 | $8,103+29.1% | $7,760+34.8% | $6,712+55.8% |
| Admin fee / account holder | $711 | $12,406-94.3% | $10,767-93.4% | $11,409-93.8% |