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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 | $228,037 | $174,379+30.8% | $152,093+49.9% | $138,895+64.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 23.10% | 74.86%-51.8pp | 66.36%-43.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $885 | $4,652-81.0% | $4,175-78.8% | $4,194-78.9% |
| Participant deferral / active EE | $8,283 | $6,159+34.5% | $5,451+51.9% | $6,396+29.5% |
| Admin fee / account holder | $2,944 | $16,880-82.6% | $14,497-79.7% | $12,562-76.6% |