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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 | $233,592 | $174,379+34.0% | $152,093+53.6% | $138,895+68.2% |
| Participation rate | 27.3% | 81.6%-54.4pp | 77.8%-50.5pp | 79.9%-52.6pp |
| Annual return | 14.02% | 74.86%-60.8pp | 66.36%-52.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $741 | $4,652-84.1% | $4,175-82.3% | $4,194-82.3% |
| Participant deferral / active EE | $2,591 | $6,159-57.9% | $5,451-52.5% | $6,396-59.5% |
| Admin fee / account holder | $1,002 | $16,880-94.1% | $14,497-93.1% | $12,562-92.0% |