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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 | $15,351 | $202,345-92.4% | $172,755-91.1% | $152,885-90.0% |
| Participation rate | 35.0% | 87.1%-52.1pp | 82.6%-47.6pp | 82.5%-47.5pp |
| Annual return | 26.08% | 1029.77%-1003.7pp | 802.94%-776.9pp | 345.39%-319.3pp |
| Employer contribution / active EE | $562 | $5,858-90.4% | $5,144-89.1% | $4,763-88.2% |
| Participant deferral / active EE | $2,660 | $5,948-55.3% | $5,198-48.8% | $5,851-54.5% |
| Admin fee / account holder | $503 | $17,111-97.1% | $13,955-96.4% | $11,598-95.7% |