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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 | $10,441 | $81,457-87.2% | $103,378-89.9% | $80,911-87.1% |
| Participation rate | 51.6% | 66.8%-15.2pp | 74.5%-22.9pp | 67.6%-16.0pp |
| Annual return | 11.86% | 25.58%-13.7pp | 24.91%-13.0pp | 35.63%-23.8pp |
| Employer contribution / active EE | $305 | $3,107-90.2% | $3,870-92.1% | $2,756-88.9% |
| Participant deferral / active EE | $3,201 | $3,871-17.3% | $5,058-36.7% | $4,297-25.5% |
| Admin fee / account holder | $737 | $6,717-89.0% | $8,401-91.2% | $6,935-89.4% |