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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 | $5,390 | $102,696-94.8% | $86,235-93.8% | $139,487-96.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 15.51% | 1925.91%-1910.4pp | 1170.03%-1154.5pp | 373.84%-358.3pp |
| Employer contribution / active EE | $383 | $3,034-87.4% | $2,381-83.9% | $4,755-91.9% |
| Participant deferral / active EE | $1,885 | $4,679-59.7% | $3,987-52.7% | $6,713-71.9% |
| Admin fee / account holder | $335 | $8,667-96.1% | $6,856-95.1% | $11,407-97.1% |