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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 | $51,463 | $185,908-72.3% | $146,866-65.0% | - |
| Participation rate | 16.2% | 70.0%-53.9pp | 82.5%-66.3pp | - |
| Annual return | 17.57% | 8.07%+9.5pp | 102.85%-85.3pp | - |
| Employer contribution / active EE | $0 | $3,749-100.0% | $4,425-100.0% | - |
| Participant deferral / active EE | $845 | $6,765-87.5% | $7,759-89.1% | - |
| Admin fee / account holder | $2,360 | $12,909-81.7% | $13,620-82.7% | - |