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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 | $202,429 | $63,346+219.6% | $92,240+119.5% | $70,126+188.7% |
| Participation rate | 10.2% | 68.7%-58.5pp | 76.5%-66.3pp | 69.5%-59.4pp |
| Annual return | 14.75% | 530.19%-515.4pp | 176.29%-161.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $485 | $2,471-80.4% | $3,680-86.8% | $2,343-79.3% |
| Participant deferral / active EE | $1,296 | $2,854-54.6% | $3,897-66.7% | $3,332-61.1% |
| Admin fee / account holder | $1,465 | $3,841-61.9% | $5,194-71.8% | $4,645-68.5% |