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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 | $8,288 | $110,379-92.5% | $102,412-91.9% | $145,884-94.3% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.3pp | 80.3%-34.1pp |
| Annual return | 15.02% | 24.84%-9.8pp | 24.94%-9.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $536 | $4,216-87.3% | $3,870-86.2% | $4,662-88.5% |
| Participant deferral / active EE | $1,681 | $5,622-70.1% | $5,060-66.8% | $6,690-74.9% |
| Admin fee / account holder | $520 | $9,745-94.7% | $8,388-93.8% | $13,392-96.1% |