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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 | $11,017 | $82,324-86.6% | $68,803-84.0% | $134,545-91.8% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | 2.27% | -2.17%+4.4pp | -6.37%+8.6pp | 418.37%-416.1pp |
| Employer contribution / active EE | $5,540 | $3,302+67.8% | $2,656+108.6% | $4,742+16.8% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $946 | $6,485-85.4% | $4,936-80.8% | $11,431-91.7% |