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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 | $61,683 | $91,418-32.5% | $87,102-29.2% | - |
| Participation rate | 30.3% | 78.6%-48.3pp | 76.9%-46.6pp | - |
| Annual return | 24.57% | 14.06%+10.5pp | 28.19%-3.6pp | - |
| Employer contribution / active EE | $1,024 | $2,156-52.5% | $2,521-59.4% | - |
| Participant deferral / active EE | $1,683 | $3,251-48.2% | $4,048-58.4% | - |
| Admin fee / account holder | $1,803 | $8,929-79.8% | $7,491-75.9% | - |