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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 | $9,612 | $175,036-94.5% | $52,425-81.7% | - |
| Participation rate | 53.5% | 60.2%-6.7pp | 55.6%-2.1pp | - |
| Annual return | 19.88% | 15.04%+4.8pp | 302.12%-282.2pp | - |
| Employer contribution / active EE | $672 | $1,949-65.5% | $914-26.5% | - |
| Participant deferral / active EE | $2,279 | $3,720-38.7% | $1,790+27.3% | - |
| Admin fee / account holder | $1,339 | $23,923-94.4% | $2,495-46.3% | - |