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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 | $244,924 | $108,942+124.8% | $100,415+143.9% | $145,897+67.9% |
| Participation rate | 56.5% | 83.0%-26.5pp | 81.5%-25.0pp | 80.3%-23.8pp |
| Annual return | 34.91% | 58.27%-23.4pp | 49.47%-14.6pp | 552.29%-517.4pp |
| Employer contribution / active EE | $334 | $4,422-92.5% | $3,943-91.5% | $4,663-92.8% |
| Participant deferral / active EE | $3,199 | $8,461-62.2% | $8,091-60.5% | $6,689-52.2% |
| Admin fee / account holder | $8,756 | $9,702-9.7% | $7,906+10.7% | $13,390-34.6% |