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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 | $14,287 | $102,422-86.1% | $147,117-90.3% | $80,959-82.4% |
| Participation rate | 56.8% | 75.9%-19.1pp | 82.2%-25.4pp | 67.7%-10.9pp |
| Annual return | 103.29% | 135.16%-31.9pp | 420.54%-317.3pp | 35.67%+67.6pp |
| Employer contribution / active EE | $603 | $3,717-83.8% | $4,932-87.8% | $2,757-78.1% |
| Participant deferral / active EE | $5,150 | $6,652-22.6% | $8,065-36.1% | $4,300+19.8% |
| Admin fee / account holder | $440 | $7,953-94.5% | $12,993-96.6% | $6,925-93.6% |