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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 | $45,221 | $75,923-40.4% | $102,460-55.9% | - |
| Participation rate | 14.1% | 71.4%-57.2pp | 76.5%-62.4pp | - |
| Annual return | 14.34% | 15.12%-0.8pp | 29.47%-15.1pp | - |
| Employer contribution / active EE | $0 | $2,206-100.0% | $3,025-100.0% | - |
| Participant deferral / active EE | $747 | $4,258-82.5% | $5,056-85.2% | - |
| Admin fee / account holder | $3,243 | $11,449-71.7% | $9,460-65.7% | - |