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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 | $14,665 | $99,652-85.3% | $78,778-81.4% | $147,586-90.1% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.2%-69.2pp | 82.8%-82.8pp |
| Annual return | 7.65% | 47.28%-39.6pp | 35.62%-28.0pp | 578.59%-570.9pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,928 | $3,664-47.4% | $2,958-34.8% | $5,439-64.6% |
| Admin fee / account holder | $4,881 | $7,155-31.8% | $5,134-4.9% | $10,886-55.2% |