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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 | $8,419 | $89,367-90.6% | $141,191-94.0% | $72,975-88.5% |
| Participation rate | 58.9% | 75.1%-16.2pp | 82.5%-23.5pp | 69.5%-10.6pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $212 | $3,115-93.2% | $4,736-95.5% | $2,440-91.3% |
| Participant deferral / active EE | $2,999 | $5,419-44.7% | $6,710-55.3% | $3,608-16.9% |
| Admin fee / account holder | $1,018 | $5,957-82.9% | $10,264-90.1% | $5,124-80.1% |