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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 | $72,623 | $237,565-69.4% | $141,197-48.6% | - |
| Participation rate | 62.6% | 70.1%-7.5pp | 82.5%-19.8pp | - |
| Annual return | 22.37% | 19.47%+2.9pp | 71.41%-49.0pp | - |
| Employer contribution / active EE | $0 | $2,430-100.0% | $4,736-100.0% | - |
| Participant deferral / active EE | $5,527 | $5,165+7.0% | $6,710-17.6% | - |
| Admin fee / account holder | $5,525 | $15,211-63.7% | $10,265-46.2% | - |