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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 | $208,923 | $73,710+183.4% | $98,461+112.2% | - |
| Participation rate | 16.2% | 64.9%-48.7pp | 75.2%-59.0pp | - |
| Annual return | 13.92% | 11.66%+2.3pp | 21.17%-7.3pp | - |
| Employer contribution / active EE | $850 | $2,125-60.0% | $3,049-72.1% | - |
| Participant deferral / active EE | $1,798 | $4,019-55.3% | $4,738-62.1% | - |
| Admin fee / account holder | $4,306 | $12,790-66.3% | $8,961-51.9% | - |