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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 | $95,509 | $71,057+34.4% | $93,654+2.0% | $80,874+18.1% |
| Participation rate | 28.6% | 60.4%-31.8pp | 68.7%-40.1pp | 67.6%-39.1pp |
| Annual return | 0.00% | 11.26%-11.3pp | 133.34%-133.3pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,060 | $4,034-73.7% | $4,413-76.0% | $4,297-75.3% |
| Admin fee / account holder | $2,756 | $6,944-60.3% | $8,282-66.7% | $6,935-60.3% |