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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 | $7,767 | $111,785-93.1% | $93,669-91.7% | $145,877-94.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.52% | 203.79%-190.3pp | 133.59%-120.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $257 | $3,096-91.7% | $2,424-89.4% | $4,663-94.5% |
| Participant deferral / active EE | $1,379 | $4,919-72.0% | $4,416-68.8% | $6,691-79.4% |
| Admin fee / account holder | $1,928 | $10,256-81.2% | $8,291-76.8% | $13,402-85.6% |