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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 | $18,398 | $209,428-91.2% | $178,498-89.7% | $158,950-88.4% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 25.31% | 188.78%-163.5pp | 151.09%-125.8pp | 302.91%-277.6pp |
| Employer contribution / active EE | $1,129 | $5,707-80.2% | $5,011-77.5% | $4,762-76.3% |
| Participant deferral / active EE | $2,831 | $5,955-52.5% | $5,202-45.6% | $5,983-52.7% |
| Admin fee / account holder | $664 | $17,077-96.1% | $13,985-95.2% | $11,248-94.1% |