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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 | $200,295 | $117,895+69.9% | $102,460+95.5% | $145,897+37.3% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 16.40% | 31.92%-15.5pp | 29.47%-13.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $610 | $3,619-83.1% | $3,025-79.8% | $4,663-86.9% |
| Participant deferral / active EE | $7,572 | $5,736+32.0% | $5,056+49.8% | $6,689+13.2% |
| Admin fee / account holder | $1,147 | $13,353-91.4% | $9,460-87.9% | $13,390-91.4% |