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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 | $6,484 | $100,139-93.5% | $85,187-92.4% | $145,884-95.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 10.01% | 84.15%-74.1pp | 66.67%-56.7pp | 551.85%-541.8pp |
| Employer contribution / active EE | $360 | $3,238-88.9% | $2,732-86.8% | $4,662-92.3% |
| Participant deferral / active EE | $1,052 | $5,296-80.1% | $4,525-76.8% | $6,690-84.3% |
| Admin fee / account holder | $1,195 | $7,262-83.5% | $6,162-80.6% | $13,392-91.1% |