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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 | $8,930 | $107,941-91.7% | $91,994-90.3% | $152,909-94.2% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 17.74% | 89.28%-71.5pp | 69.04%-51.3pp | 345.46%-327.7pp |
| Employer contribution / active EE | $340 | $4,212-91.9% | $3,453-90.2% | $4,764-92.9% |
| Participant deferral / active EE | $1,959 | $6,366-69.2% | $5,924-66.9% | $5,851-66.5% |
| Admin fee / account holder | $2,926 | $10,521-72.2% | $7,744-62.2% | $11,601-74.8% |