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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 | $203,375 | $166,242+22.3% | $165,071+23.2% | $145,884+39.4% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.6%-19.5pp | 80.3%-21.2pp |
| Annual return | 13.11% | 100.44%-87.3pp | 70.17%-57.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,045 | $5,283-80.2% | $4,347-76.0% | $4,662-77.6% |
| Participant deferral / active EE | $4,125 | $6,964-40.8% | $6,035-31.7% | $6,690-38.3% |
| Admin fee / account holder | $1,537 | $16,658-90.8% | $12,695-87.9% | $13,392-88.5% |