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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 | $126,460 | $111,535+13.4% | $105,223+20.2% | $137,256-7.9% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 16.47% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $171 | $3,939-95.7% | $3,689-95.4% | $4,156-95.9% |
| Participant deferral / active EE | $2,701 | $5,500-50.9% | $5,072-46.8% | $6,407-57.8% |
| Admin fee / account holder | $7,852 | $9,721-19.2% | $8,859-11.4% | $12,270-36.0% |