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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 | $36,390 | $85,298-57.3% | $90,161-59.6% | - |
| Participation rate | 43.4% | 70.9%-27.5pp | 76.9%-33.4pp | - |
| Annual return | 20.86% | 7.88%+13.0pp | 34.89%-14.0pp | - |
| Employer contribution / active EE | $1,715 | $1,460+17.4% | $3,318-48.3% | - |
| Participant deferral / active EE | $2,983 | $4,522-34.0% | $5,287-43.6% | - |
| Admin fee / account holder | $2,016 | $1,320+52.7% | $5,943-66.1% | - |