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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 | $4,128 | $77,962-94.7% | $178,540-97.7% | $80,935-94.9% |
| Participation rate | 65.4% | 65.7%-0.3pp | 77.1%-11.7pp | 67.7%-2.3pp |
| Annual return | 15.50% | 18.10%-2.6pp | 27.15%-11.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $298 | $2,280-86.9% | $3,953-92.5% | $2,757-89.2% |
| Participant deferral / active EE | $2,430 | $4,404-44.8% | $6,281-61.3% | $4,299-43.5% |
| Admin fee / account holder | $1,142 | $7,156-84.0% | $10,424-89.0% | $6,924-83.5% |