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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 | $227,399-95.3% | $189,758-94.3% | $198,609-94.6% |
| Participation rate | 63.2% | 84.0%-20.8pp | 79.8%-16.6pp | 82.4%-19.2pp |
| Annual return | 235.40% | 61.03%+174.4pp | 52.62%+182.8pp | 202.70%+32.7pp |
| Employer contribution / active EE | $574 | $5,526-89.6% | $4,767-88.0% | $5,055-88.7% |
| Participant deferral / active EE | $3,420 | $6,837-50.0% | $5,856-41.6% | $6,977-51.0% |
| Admin fee / account holder | $361 | $25,162-98.6% | $20,388-98.2% | $19,030-98.1% |