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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 | $157,426 | $111,535+41.1% | $105,223+49.6% | $137,256+14.7% |
| Participation rate | 26.3% | 78.1%-51.8pp | 75.0%-48.7pp | 80.0%-53.6pp |
| Annual return | 18.81% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $784 | $3,939-80.1% | $3,689-78.8% | $4,156-81.1% |
| Participant deferral / active EE | $3,416 | $5,500-37.9% | $5,072-32.6% | $6,407-46.7% |
| Admin fee / account holder | $1,070 | $9,721-89.0% | $8,859-87.9% | $12,270-91.3% |