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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 | $16,499 | $160,040-89.7% | $147,096-88.8% | $145,877-88.7% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.2%-30.0pp | 80.3%-28.1pp |
| Annual return | 18.48% | 98.49%-80.0pp | 419.75%-401.3pp | 551.28%-532.8pp |
| Employer contribution / active EE | $1,025 | $5,289-80.6% | $4,936-79.2% | $4,663-78.0% |
| Participant deferral / active EE | $3,389 | $8,429-59.8% | $8,071-58.0% | $6,691-49.3% |
| Admin fee / account holder | $2,200 | $15,050-85.4% | $13,005-83.1% | $13,402-83.6% |