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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 | $10,821 | $55,470-80.5% | $155,556-93.0% | $74,478-85.5% |
| Participation rate | 20.5% | 61.9%-41.4pp | 78.2%-57.7pp | 67.2%-46.7pp |
| Annual return | 11.23% | 269.80%-258.6pp | 64.84%-53.6pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $95 | $2,267-95.8% | $4,675-98.0% | $2,626-96.4% |
| Participant deferral / active EE | $892 | $2,838-68.6% | $5,631-84.2% | $4,350-79.5% |
| Admin fee / account holder | $1,267 | $1,744-27.4% | $15,885-92.0% | $1,946-34.9% |