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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 | $173,049 | $183,516-5.7% | $155,534+11.3% | $145,884+18.6% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 10.64% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $531 | $5,315-90.0% | $4,675-88.7% | $4,662-88.6% |
| Participant deferral / active EE | $2,761 | $6,467-57.3% | $5,630-51.0% | $6,690-58.7% |
| Admin fee / account holder | $789 | $19,293-95.9% | $15,900-95.0% | $13,392-94.1% |