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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 | $239,555 | $166,020+44.3% | $164,866+45.3% | $145,959+64.1% |
| Participation rate | 52.4% | 82.0%-29.6pp | 78.6%-26.2pp | 80.3%-27.9pp |
| Annual return | 14.68% | 100.08%-85.4pp | 69.97%-55.3pp | 561.95%-547.3pp |
| Employer contribution / active EE | $495 | $5,275-90.6% | $4,343-88.6% | $4,661-89.4% |
| Participant deferral / active EE | $2,140 | $6,961-69.3% | $6,033-64.5% | $6,689-68.0% |
| Admin fee / account holder | $37,894 | $16,644+127.7% | $12,689+198.6% | $13,398+182.8% |