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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 | $185,312+23.1% | $161,489+41.2% | $154,746+47.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 23.10% | 103.84%-80.7pp | 89.72%-66.6pp | 172.34%-149.2pp |
| Employer contribution / active EE | $885 | $4,769-81.5% | $4,268-79.3% | $4,379-79.8% |
| Participant deferral / active EE | $8,283 | $6,350+30.5% | $5,630+47.1% | $6,730+23.1% |
| Admin fee / account holder | $2,944 | $18,654-84.2% | $16,006-81.6% | $14,365-79.5% |