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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 | $22,986 | $85,766-73.2% | $136,298-83.1% | $70,126-67.2% |
| Participation rate | 51.1% | 74.2%-23.0pp | 81.9%-30.8pp | 69.5%-18.4pp |
| Annual return | 25.63% | 31.46%-5.8pp | 5156.27%-5130.6pp | 73.15%-47.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,140 | $5,051+41.4% | $6,247+14.3% | $3,332+114.3% |
| Admin fee / account holder | $1,410 | $5,421-74.0% | $9,244-84.8% | $4,645-69.7% |