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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 | $222,244 | $162,781+36.5% | $133,956+65.9% | $158,931+39.8% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 6.63% | 41.94%-35.3pp | 45.09%-38.5pp | 302.86%-296.2pp |
| Employer contribution / active EE | $688 | $4,975-86.2% | $3,919-82.4% | $4,761-85.6% |
| Participant deferral / active EE | $2,311 | $5,911-60.9% | $5,048-54.2% | $5,982-61.4% |
| Admin fee / account holder | $3,310 | $11,736-71.8% | $8,927-62.9% | $11,247-70.6% |