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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 | $7,318 | $202,342-96.4% | $172,752-95.8% | $152,897-95.2% |
| Participation rate | 53.8% | 87.1%-33.2pp | 82.6%-28.8pp | 82.5%-28.6pp |
| Annual return | 40.03% | 1029.83%-989.8pp | 802.97%-762.9pp | 345.43%-305.4pp |
| Employer contribution / active EE | $528 | $5,858-91.0% | $5,144-89.7% | $4,764-88.9% |
| Participant deferral / active EE | $2,104 | $5,948-64.6% | $5,198-59.5% | $5,851-64.0% |
| Admin fee / account holder | $600 | $17,111-96.5% | $13,955-95.7% | $11,599-94.8% |