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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 | $16,401 | $115,917-85.9% | $100,535-83.7% | $158,982-89.7% |
| Participation rate | 55.6% | 81.6%-26.0pp | 79.4%-23.9pp | 82.0%-26.4pp |
| Annual return | 13.28% | 34.80%-21.5pp | 30.90%-17.6pp | 302.99%-289.7pp |
| Employer contribution / active EE | $6,876 | $4,105+67.5% | $3,419+101.1% | $4,763+44.4% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $798 | $11,002-92.7% | $8,085-90.1% | $11,252-92.9% |