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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 | $13,301 | $150,447-91.2% | $136,298-90.2% | $147,586-91.0% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 21.32% | 1049.15%-1027.8pp | 5156.27%-5134.9pp | 578.59%-557.3pp |
| Employer contribution / active EE | $126 | $5,256-97.6% | $4,696-97.3% | $4,876-97.4% |
| Participant deferral / active EE | $2,774 | $6,631-58.2% | $6,247-55.6% | $5,439-49.0% |
| Admin fee / account holder | $1,197 | $10,906-89.0% | $9,244-87.0% | $10,886-89.0% |