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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,855 | $43,496-91.1% | $161,489-97.6% | $64,340-94.0% |
| Participation rate | 34.6% | 53.5%-18.9pp | 78.7%-44.1pp | 55.2%-20.6pp |
| Annual return | 23.62% | 20.76%+2.9pp | 89.72%-66.1pp | 24.14%-0.5pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,151 | $1,996-42.4% | $5,630-79.6% | $2,980-61.4% |
| Admin fee / account holder | $367 | $2,330-84.2% | $16,006-97.7% | $3,703-90.1% |