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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 | $75,142 | $60,229+24.8% | $90,760-17.2% | - |
| Participation rate | 26.3% | 66.7%-40.4pp | 75.7%-49.4pp | - |
| Annual return | 205.91% | -8.37%+214.3pp | -12.16%+218.1pp | - |
| Employer contribution / active EE | $0 | $1,436-100.0% | $2,922-100.0% | - |
| Participant deferral / active EE | $1,742 | $3,579-51.3% | $4,565-61.8% | - |
| Admin fee / account holder | $1,615 | $2,834-43.0% | $8,444-80.9% | - |