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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 | $6,239 | $78,520-92.1% | $96,576-93.5% | $82,448-92.4% |
| Participation rate | 62.1% | 77.7%-15.7pp | 81.4%-19.4pp | 68.1%-6.0pp |
| Annual return | 0.00% | 41.30%-41.3pp | 38.47%-38.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,128 | $6,754-38.9% | $7,956-48.1% | $4,139-0.3% |
| Admin fee / account holder | $788 | $13,455-94.1% | $11,381-93.1% | $7,234-89.1% |