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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 | $241,902 | $109,908+120.1% | $97,161+149.0% | $145,978+65.7% |
| Participation rate | 15.0% | 75.9%-60.9pp | 72.7%-57.7pp | 80.3%-65.3pp |
| Annual return | 21.01% | 243.80%-222.8pp | 75.36%-54.3pp | 550.52%-529.5pp |
| Employer contribution / active EE | $240 | $3,077-92.2% | $2,723-91.2% | $4,662-94.9% |
| Participant deferral / active EE | $1,150 | $4,679-75.4% | $4,265-73.0% | $6,690-82.8% |
| Admin fee / account holder | $2,228 | $6,213-64.1% | $5,647-60.5% | $13,400-83.4% |