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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 | $58,244 | $198,836-70.7% | $102,437-43.1% | - |
| Participation rate | 44.4% | 60.8%-16.4pp | 74.5%-30.1pp | - |
| Annual return | 15.27% | 12.43%+2.8pp | 24.95%-9.7pp | - |
| Employer contribution / active EE | $1,348 | $2,607-48.3% | $3,871-65.2% | - |
| Participant deferral / active EE | $1,466 | $3,407-57.0% | $5,060-71.0% | - |
| Admin fee / account holder | $2,470 | $10,004-75.3% | $8,388-70.6% | - |