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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 | $10,793 | $172,111-93.7% | $150,298-92.8% | $137,256-92.1% |
| Participation rate | 63.2% | 81.7%-18.6pp | 77.8%-14.6pp | 80.0%-16.8pp |
| Annual return | 235.40% | 69.37%+166.0pp | 62.79%+172.6pp | 220.34%+15.1pp |
| Employer contribution / active EE | $574 | $4,636-87.6% | $4,154-86.2% | $4,156-86.2% |
| Participant deferral / active EE | $3,420 | $6,166-44.5% | $5,453-37.3% | $6,407-46.6% |
| Admin fee / account holder | $361 | $16,471-97.8% | $14,116-97.4% | $12,270-97.1% |