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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 | $18,995 | $67,016-71.7% | $81,982-76.8% | - |
| Participation rate | 31.3% | 66.2%-34.9pp | 69.3%-37.9pp | - |
| Annual return | 19.78% | 14.69%+5.1pp | 41.31%-21.5pp | - |
| Employer contribution / active EE | $811 | $1,784-54.5% | $2,498-67.5% | - |
| Participant deferral / active EE | $1,219 | $3,096-60.6% | $3,722-67.3% | - |
| Admin fee / account holder | $1,423 | $2,739-48.1% | $5,665-74.9% | - |