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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 | $40,052 | $145,904-72.5% | $83,830-52.2% | - |
| Participation rate | 26.3% | 64.1%-37.8pp | 76.1%-49.9pp | - |
| Annual return | 9.28% | -3.19%+12.5pp | 850.97%-841.7pp | - |
| Employer contribution / active EE | $0 | $1,734-100.0% | $3,631-100.0% | - |
| Participant deferral / active EE | $1,439 | $2,760-47.9% | $4,082-64.8% | - |
| Admin fee / account holder | $4,991 | $8,727-42.8% | $5,479-8.9% | - |