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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 | $13,020 | $217,432-94.0% | $185,849-93.0% | $167,536-92.2% |
| Participation rate | 53.3% | 86.1%-32.7pp | 81.7%-28.4pp | 82.1%-28.8pp |
| Annual return | 18.51% | 148.42%-129.9pp | 122.10%-103.6pp | 478.82%-460.3pp |
| Employer contribution / active EE | $1,162 | $5,875-80.2% | $5,169-77.5% | $4,839-76.0% |
| Participant deferral / active EE | $2,625 | $6,357-58.7% | $5,569-52.9% | $6,342-58.6% |
| Admin fee / account holder | $850 | $19,818-95.7% | $16,244-94.8% | $12,315-93.1% |