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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 | $8,108 | $110,410-92.7% | $102,437-92.1% | $145,897-94.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $575 | $4,217-86.4% | $3,871-85.1% | $4,663-87.7% |
| Participant deferral / active EE | $3,941 | $5,622-29.9% | $5,060-22.1% | $6,689-41.1% |
| Admin fee / account holder | $1,193 | $9,745-87.8% | $8,388-85.8% | $13,390-91.1% |