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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 | $143,618 | $111,830+28.4% | $93,696+53.3% | $145,884-1.6% |
| Participation rate | 68.4% | 74.2%-5.8pp | 68.7%-0.3pp | 80.3%-11.9pp |
| Annual return | 16.34% | 204.08%-187.7pp | 133.74%-117.4pp | 551.85%-535.5pp |
| Employer contribution / active EE | $349 | $3,093-88.7% | $2,422-85.6% | $4,662-92.5% |
| Participant deferral / active EE | $1,584 | $4,920-67.8% | $4,417-64.1% | $6,690-76.3% |
| Admin fee / account holder | $43,698 | $10,249+326.4% | $8,287+427.3% | $13,392+226.3% |