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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 | $62,694 | $164,447-61.9% | $100,535-37.6% | - |
| Participation rate | 60.6% | 80.0%-19.4pp | 79.4%-18.8pp | - |
| Annual return | 19.16% | 24.40%-5.2pp | 30.90%-11.7pp | - |
| Employer contribution / active EE | $0 | $2,075-100.0% | $3,419-100.0% | - |
| Participant deferral / active EE | $4,516 | $7,296-38.1% | $6,271-28.0% | - |
| Admin fee / account holder | $804 | $1,510-46.7% | $8,085-90.1% | - |