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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 | $14,508 | $183,539-92.1% | $155,556-90.7% | $145,897-90.1% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 43.78% | 61.31%-17.5pp | 64.84%-21.1pp | 552.29%-508.5pp |
| Employer contribution / active EE | $824 | $5,315-84.5% | $4,675-82.4% | $4,663-82.3% |
| Participant deferral / active EE | $3,035 | $6,467-53.1% | $5,631-46.1% | $6,689-54.6% |
| Admin fee / account holder | $330 | $19,275-98.3% | $15,885-97.9% | $13,390-97.5% |