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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 | $13,203 | $36,790-64.1% | $85,187-84.5% | - |
| Participation rate | 20.2% | 47.2%-27.0pp | 67.5%-47.3pp | - |
| Annual return | 15.44% | 16.48%-1.0pp | 66.67%-51.2pp | - |
| Employer contribution / active EE | $0 | $1,404-100.0% | $2,732-100.0% | - |
| Participant deferral / active EE | $233 | $2,003-88.4% | $4,525-94.9% | - |
| Admin fee / account holder | $454 | $2,089-78.2% | $6,162-92.6% | - |