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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 | $5,944 | $73,787-91.9% | $98,716-94.0% | $82,448-92.8% |
| Participation rate | 53.6% | 61.4%-7.8pp | 69.3%-15.7pp | 68.1%-14.5pp |
| Annual return | 24.30% | 18.57%+5.7pp | 31.81%-7.5pp | 41.64%-17.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,081 | $3,081-32.5% | $4,048-48.6% | $4,139-49.7% |
| Admin fee / account holder | $946 | $6,500-85.5% | $8,703-89.1% | $7,234-86.9% |