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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 | $17,025 | $85,766-80.2% | $136,298-87.5% | $70,126-75.7% |
| Participation rate | 37.9% | 74.2%-36.2pp | 81.9%-44.0pp | 69.5%-31.6pp |
| Annual return | 20.71% | 31.46%-10.7pp | 5156.27%-5135.6pp | 73.15%-52.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,470 | $5,051-51.1% | $6,247-60.5% | $3,332-25.9% |
| Admin fee / account holder | $2,712 | $5,421-50.0% | $9,244-70.7% | $4,645-41.6% |