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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 | $225,865 | $201,370+12.2% | $184,256+22.6% | $145,897+54.8% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 13.68% | 29.05%-15.4pp | 28.85%-15.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $164 | $7,024-97.7% | $6,427-97.5% | $4,663-96.5% |
| Participant deferral / active EE | $4,086 | $9,808-58.3% | $9,133-55.3% | $6,689-38.9% |
| Admin fee / account holder | $3,323 | $16,364-79.7% | $13,899-76.1% | $13,390-75.2% |