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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 | $28,763 | $79,753-63.9% | $105,607-72.8% | - |
| Participation rate | 35.4% | 68.4%-33.0pp | 75.3%-39.9pp | - |
| Annual return | 17.96% | 10.74%+7.2pp | 116.11%-98.1pp | - |
| Employer contribution / active EE | $1,004 | $2,584-61.1% | $3,167-68.3% | - |
| Participant deferral / active EE | $1,642 | $4,151-60.4% | $5,011-67.2% | - |
| Admin fee / account holder | $2,579 | $4,140-37.7% | $10,958-76.5% | - |