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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 | $177,327 | $160,040+10.8% | $147,096+20.6% | $145,877+21.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.58% | 98.49%-79.9pp | 419.75%-401.2pp | 551.28%-532.7pp |
| Employer contribution / active EE | $793 | $5,289-85.0% | $4,936-83.9% | $4,663-83.0% |
| Participant deferral / active EE | $3,261 | $8,429-61.3% | $8,071-59.6% | $6,691-51.3% |
| Admin fee / account holder | $2,641 | $15,050-82.5% | $13,005-79.7% | $13,402-80.3% |