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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 | $6,696 | $111,785-94.0% | $93,669-92.9% | $145,877-95.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 63.16% | 203.79%-140.6pp | 133.59%-70.4pp | 551.28%-488.1pp |
| Employer contribution / active EE | $120 | $3,096-96.1% | $2,424-95.0% | $4,663-97.4% |
| Participant deferral / active EE | $2,793 | $4,919-43.2% | $4,416-36.8% | $6,691-58.3% |
| Admin fee / account holder | $1,369 | $10,256-86.7% | $8,291-83.5% | $13,402-89.8% |