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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 | $25,158 | $223,823-88.8% | $211,142-88.1% | $154,746-83.7% |
| Participation rate | 57.1% | 87.9%-30.7pp | 87.3%-30.1pp | 80.7%-23.6pp |
| Annual return | 20.20% | 50.39%-30.2pp | 46.84%-26.6pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,396 | $6,787-79.4% | $6,442-78.3% | $4,379-68.1% |
| Participant deferral / active EE | $7,236 | $9,750-25.8% | $9,284-22.1% | $6,730+7.5% |
| Admin fee / account holder | $490 | $19,707-97.5% | $19,076-97.4% | $14,365-96.6% |