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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 | $9,967 | $28,167-64.6% | $73,658-86.5% | $64,728-84.6% |
| Participation rate | 9.4% | 21.1%-11.7pp | 57.0%-47.7pp | 57.9%-48.5pp |
| Annual return | 20.92% | 139.75%-118.8pp | 29.72%-8.8pp | 49.38%-28.5pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $429 | $597-28.2% | $2,062-79.2% | $2,729-84.3% |
| Admin fee / account holder | $600 | $1,791-66.5% | $3,357-82.1% | $1,145-47.6% |