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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 | $8,869 | $183,592-95.2% | $155,567-94.3% | $145,959-93.9% |
| Participation rate | 58.3% | 82.7%-24.3pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 15.83% | 61.24%-45.4pp | 64.74%-48.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $702 | $5,315-86.8% | $4,674-85.0% | $4,661-84.9% |
| Participant deferral / active EE | $2,422 | $6,464-62.5% | $5,628-57.0% | $6,689-63.8% |
| Admin fee / account holder | $635 | $19,318-96.7% | $15,916-96.0% | $13,398-95.3% |