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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 | $227,291-88.9% | $214,702-88.3% | $155,188-83.8% |
| Participation rate | 57.1% | 88.0%-30.8pp | 87.5%-30.3pp | 80.8%-23.7pp |
| Annual return | 20.20% | 60.08%-39.9pp | 54.55%-34.3pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,396 | $6,772-79.4% | $6,461-78.4% | $4,248-67.1% |
| Participant deferral / active EE | $7,236 | $9,582-24.5% | $9,147-20.9% | $6,531+10.8% |
| Admin fee / account holder | $490 | $20,413-97.6% | $19,830-97.5% | $14,480-96.6% |