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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 | $15,302 | $202,342-92.4% | $172,752-91.1% | $152,897-90.0% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 195.84% | 1029.83%-834.0pp | 802.97%-607.1pp | 345.43%-149.6pp |
| Employer contribution / active EE | $1,003 | $5,858-82.9% | $5,144-80.5% | $4,764-78.9% |
| Participant deferral / active EE | $3,783 | $5,948-36.4% | $5,198-27.2% | $5,851-35.4% |
| Admin fee / account holder | $15,901 | $17,111-7.1% | $13,955+13.9% | $11,599+37.1% |