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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 | $5,803 | $202,342-97.1% | $172,753-96.6% | $152,909-96.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 374.62% | 1029.88%-655.3pp | 803.00%-428.4pp | 345.46%+29.2pp |
| Employer contribution / active EE | $986 | $5,857-83.2% | $5,144-80.8% | $4,764-79.3% |
| Participant deferral / active EE | $2,854 | $5,948-52.0% | $5,198-45.1% | $5,851-51.2% |
| Admin fee / account holder | $373 | $17,112-97.8% | $13,956-97.3% | $11,601-96.8% |