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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 | $17,278 | $68,412-74.7% | $94,679-81.8% | $75,181-77.0% |
| Participation rate | 59.5% | 76.1%-16.6pp | 80.8%-21.3pp | 67.2%-7.7pp |
| Annual return | 61.21% | 616.91%-555.7pp | 156.75%-95.5pp | 160.69%-99.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,992 | $6,537-23.6% | $7,417-32.7% | $4,126+21.0% |
| Admin fee / account holder | $584 | $5,326-89.0% | $7,233-91.9% | $5,650-89.7% |