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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 | $108,911+124.9% | $100,392+144.0% | $145,884+67.9% |
| Participation rate | 56.5% | 83.0%-26.4pp | 81.5%-25.0pp | 80.3%-23.8pp |
| Annual return | 34.91% | 58.23%-23.3pp | 49.45%-14.5pp | 551.85%-516.9pp |
| Employer contribution / active EE | $334 | $4,420-92.4% | $3,941-91.5% | $4,662-92.8% |
| Participant deferral / active EE | $3,199 | $8,459-62.2% | $8,090-60.5% | $6,690-52.2% |
| Admin fee / account holder | $8,756 | $9,698-9.7% | $7,904+10.8% | $13,392-34.6% |