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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 | $148,121 | $114,119+29.8% | $107,187+38.2% | $138,895+6.6% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.4pp | 79.9%-51.3pp |
| Annual return | 20.08% | 273.21%-253.1pp | 204.55%-184.5pp | 145.39%-125.3pp |
| Employer contribution / active EE | $840 | $4,059-79.3% | $3,782-77.8% | $4,194-80.0% |
| Participant deferral / active EE | $2,100 | $5,538-62.1% | $5,096-58.8% | $6,396-67.2% |
| Admin fee / account holder | $570 | $10,024-94.3% | $9,162-93.8% | $12,562-95.5% |