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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 | $13,291 | $58,391-77.2% | $76,657-82.7% | $72,975-81.8% |
| Participation rate | 68.3% | 67.4%+0.9pp | 72.1%-3.8pp | 69.5%-1.2pp |
| Annual return | 17.57% | 2306.65%-2289.1pp | 1166.74%-1149.2pp | 81.01%-63.4pp |
| Employer contribution / active EE | $8 | $1,787-99.6% | $2,303-99.7% | $2,440-99.7% |
| Participant deferral / active EE | $1,798 | $2,690-33.2% | $3,335-46.1% | $3,608-50.2% |
| Admin fee / account holder | $2,500 | $4,014-37.7% | $6,423-61.1% | $5,124-51.2% |