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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 | $14,475 | $183,539-92.1% | $155,556-90.7% | $145,897-90.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 13.34% | 61.31%-48.0pp | 64.84%-51.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $711 | $5,315-86.6% | $4,675-84.8% | $4,663-84.7% |
| Participant deferral / active EE | $4,859 | $6,467-24.9% | $5,631-13.7% | $6,689-27.4% |
| Admin fee / account holder | $345 | $19,275-98.2% | $15,885-97.8% | $13,390-97.4% |