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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 | $20,033 | $166,268-88.0% | $165,100-87.9% | $145,897-86.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 13.89% | 100.52%-86.6pp | 70.21%-56.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $779 | $5,284-85.3% | $4,348-82.1% | $4,663-83.3% |
| Participant deferral / active EE | $5,632 | $6,964-19.1% | $6,035-6.7% | $6,689-15.8% |
| Admin fee / account holder | $391 | $16,659-97.7% | $12,696-96.9% | $13,390-97.1% |