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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 | $210,710 | $90,691+132.3% | $76,119+176.8% | $145,884+44.4% |
| Participation rate | 21.4% | 74.5%-53.0pp | 69.1%-47.6pp | 80.3%-58.9pp |
| Annual return | 8.91% | 624.52%-615.6pp | 361.25%-352.3pp | 551.85%-542.9pp |
| Employer contribution / active EE | $515 | $3,329-84.5% | $2,693-80.9% | $4,662-88.9% |
| Participant deferral / active EE | $3,871 | $5,167-25.1% | $4,259-9.1% | $6,690-42.1% |
| Admin fee / account holder | $1,185 | $8,383-85.9% | $6,421-81.6% | $13,392-91.2% |