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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 | $34,036 | $59,715-43.0% | $74,551-54.3% | - |
| Participation rate | 61.6% | 60.9%+0.7pp | 69.1%-7.5pp | - |
| Annual return | -7.21% | -10.64%+3.4pp | 32.53%-39.7pp | - |
| Employer contribution / active EE | $618 | $725-14.8% | $1,961-68.5% | - |
| Participant deferral / active EE | $1,526 | $2,327-34.4% | $3,108-50.9% | - |
| Admin fee / account holder | $399 | $40,605-99.0% | $5,059-92.1% | - |