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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 | $10,465 | $88,672-88.2% | $105,223-90.1% | $82,448-87.3% |
| Participation rate | 63.9% | 67.9%-4.0pp | 75.0%-11.2pp | 68.1%-4.2pp |
| Annual return | 35.46% | 30.86%+4.6pp | 180.65%-145.2pp | 41.64%-6.2pp |
| Employer contribution / active EE | $420 | $3,048-86.2% | $3,689-88.6% | $2,551-83.5% |
| Participant deferral / active EE | $4,486 | $4,036+11.1% | $5,072-11.6% | $4,139+8.4% |
| Admin fee / account holder | $345 | $7,146-95.2% | $8,859-96.1% | $7,234-95.2% |