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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 | $193,895 | $175,231+10.7% | $149,696+29.5% | $139,466+39.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 11.26% | 166.77%-155.5pp | 134.46%-123.2pp | 373.66%-362.4pp |
| Employer contribution / active EE | $960 | $5,478-82.5% | $4,821-80.1% | $4,754-79.8% |
| Participant deferral / active EE | $5,200 | $6,521-20.3% | $5,682-8.5% | $6,712-22.5% |
| Admin fee / account holder | $7,655 | $16,155-52.6% | $13,212-42.1% | $11,409-32.9% |