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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 | $20,976 | $30,615-31.5% | $74,723-71.9% | - |
| Participation rate | 31.3% | 43.6%-12.3pp | 54.5%-23.1pp | - |
| Annual return | 22.69% | 14.02%+8.7pp | 753.18%-730.5pp | - |
| Employer contribution / active EE | $551 | $1,331-58.6% | $1,084-49.1% | - |
| Participant deferral / active EE | $596 | $1,056-43.5% | $1,962-69.6% | - |
| Admin fee / account holder | $646 | $2,499-74.2% | $3,335-80.6% | - |