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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 | $42,866 | $175,036-75.5% | $134,172-68.1% | - |
| Participation rate | 3.0% | 60.2%-57.2pp | 72.5%-69.4pp | - |
| Annual return | 16.71% | 15.04%+1.7pp | 25.30%-8.6pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,420-100.0% | - |
| Participant deferral / active EE | $249 | $3,720-93.3% | $4,690-94.7% | - |
| Admin fee / account holder | $732 | $23,923-96.9% | $12,016-93.9% | - |