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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $83,093 | $77,901+6.7% | $149,717-44.5% | $75,181+10.5% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 19.75% | 31.73%-12.0pp | 134.41%-114.7pp | 160.69%-140.9pp |
| Employer contribution / active EE | $706 | $3,137-77.5% | $4,820-85.4% | $2,671-73.6% |
| Participant deferral / active EE | $706 | $3,411-79.3% | $5,682-87.6% | $4,126-82.9% |
| Admin fee / account holder | $1,809 | $5,949-69.6% | $13,213-86.3% | $5,650-68.0% |