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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 | $178,336 | $165,361+7.8% | $149,715+19.1% | $158,950+12.2% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 25.59% | 348.24%-322.6pp | 276.66%-251.1pp | 302.91%-277.3pp |
| Employer contribution / active EE | $470 | $5,103-90.8% | $4,645-89.9% | $4,762-90.1% |
| Participant deferral / active EE | $6,971 | $7,182-2.9% | $6,842+1.9% | $5,983+16.5% |
| Admin fee / account holder | $635 | $10,808-94.1% | $9,310-93.2% | $11,248-94.4% |