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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 | $7,801 | $60,393-87.1% | $81,820-90.5% | $74,429-89.5% |
| Participation rate | 30.9% | 62.9%-32.0pp | 72.4%-41.5pp | 67.2%-36.4pp |
| Annual return | 13.87% | 16.89%-3.0pp | 777.93%-764.1pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $125 | $2,626-95.2% | $2,915-95.7% | $2,625-95.2% |
| Participant deferral / active EE | $972 | $3,397-71.4% | $4,323-77.5% | $4,348-77.6% |
| Admin fee / account holder | $1,009 | $1,491-32.3% | $7,391-86.3% | $1,944-48.1% |