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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 | $20,534 | $106,864-80.8% | $147,318-86.1% | $82,637-75.2% |
| Participation rate | 69.2% | 75.5%-6.3pp | 82.1%-12.8pp | 68.1%+1.2pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $22 | $3,417-99.4% | $4,593-99.5% | $2,552-99.2% |
| Participant deferral / active EE | $3,413 | $6,496-47.5% | $7,906-56.8% | $4,126-17.3% |
| Admin fee / account holder | $2,267 | $8,415-73.1% | $13,708-83.5% | $7,339-69.1% |