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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 | $184,254 | $129,737+42.0% | $119,126+54.7% | $154,746+19.1% |
| Participation rate | 68.8% | 78.9%-10.1pp | 75.8%-7.0pp | 80.7%-12.0pp |
| Annual return | 13.80% | 379.08%-365.3pp | 282.11%-268.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $813 | $4,375-81.4% | $4,034-79.9% | $4,379-81.4% |
| Participant deferral / active EE | $2,550 | $5,842-56.4% | $5,318-52.1% | $6,730-62.1% |
| Admin fee / account holder | $3,581 | $11,961-70.1% | $10,693-66.5% | $14,365-75.1% |