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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 | $185,312-94.2% | $161,489-93.3% | $154,746-93.0% |
| Participation rate | 63.2% | 82.5%-19.3pp | 78.7%-15.5pp | 80.7%-17.5pp |
| Annual return | 235.40% | 103.84%+131.6pp | 89.72%+145.7pp | 172.34%+63.1pp |
| Employer contribution / active EE | $574 | $4,769-88.0% | $4,268-86.6% | $4,379-86.9% |
| Participant deferral / active EE | $3,420 | $6,350-46.1% | $5,630-39.3% | $6,730-49.2% |
| Admin fee / account holder | $361 | $18,654-98.1% | $16,006-97.7% | $14,365-97.5% |