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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 | $96,731-89.2% | $123,973-91.6% | $86,983-88.0% |
| Participation rate | 63.9% | 70.0%-6.1pp | 76.7%-12.8pp | 69.5%-5.7pp |
| Annual return | 35.46% | 17.33%+18.1pp | 388.13%-352.7pp | 25.83%+9.6pp |
| Employer contribution / active EE | $420 | $3,297-87.3% | $4,126-89.8% | $2,584-83.7% |
| Participant deferral / active EE | $4,486 | $4,152+8.0% | $5,247-14.5% | $4,194+7.0% |
| Admin fee / account holder | $345 | $8,722-96.0% | $11,799-97.1% | $7,856-95.6% |