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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 | $7,047 | $80,812-91.3% | $160,784-95.6% | $82,448-91.5% |
| Participation rate | 61.9% | 66.2%-4.3pp | 77.0%-15.0pp | 68.1%-6.2pp |
| Annual return | 17.00% | 100.59%-83.6pp | 1803.92%-1786.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,817 | $4,335-35.0% | $6,293-55.2% | $4,139-31.9% |
| Admin fee / account holder | $1,071 | $7,695-86.1% | $9,717-89.0% | $7,234-85.2% |