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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 | $181,332 | $166,268+9.1% | $165,100+9.8% | $145,897+24.3% |
| Participation rate | 60.9% | 82.0%-21.2pp | 78.6%-17.8pp | 80.3%-19.4pp |
| Annual return | 9.97% | 100.52%-90.5pp | 70.21%-60.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $848 | $5,284-83.9% | $4,348-80.5% | $4,663-81.8% |
| Participant deferral / active EE | $2,686 | $6,964-61.4% | $6,035-55.5% | $6,689-59.9% |
| Admin fee / account holder | $1,747 | $16,659-89.5% | $12,696-86.2% | $13,390-87.0% |