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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 | $218,404 | $209,336+4.3% | $197,124+10.8% | $137,256+59.1% |
| Participation rate | 69.6% | 87.3%-17.7pp | 86.7%-17.1pp | 80.0%-10.4pp |
| Annual return | 15.69% | 48.09%-32.4pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,345 | $6,591-79.6% | $6,227-78.4% | $4,156-67.6% |
| Participant deferral / active EE | $4,815 | $9,614-49.9% | $9,135-47.3% | $6,407-24.8% |
| Admin fee / account holder | $2,343 | $17,308-86.5% | $16,298-85.6% | $12,270-80.9% |