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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 | $93,345-88.8% | $119,126-91.2% | $87,485-88.0% |
| Participation rate | 63.9% | 68.7%-4.8pp | 75.8%-11.9pp | 68.9%-5.0pp |
| Annual return | 35.46% | 19.08%+16.4pp | 282.11%-246.6pp | 26.06%+9.4pp |
| Employer contribution / active EE | $420 | $3,172-86.8% | $4,034-89.6% | $2,596-83.8% |
| Participant deferral / active EE | $4,486 | $4,099+9.4% | $5,318-15.7% | $4,274+5.0% |
| Admin fee / account holder | $345 | $8,039-95.7% | $10,693-96.8% | $7,775-95.6% |