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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 | $9,284 | $110,410-91.6% | $102,437-90.9% | $145,897-93.6% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 17.57% | 24.85%-7.3pp | 24.95%-7.4pp | 552.29%-534.7pp |
| Employer contribution / active EE | $784 | $4,217-81.4% | $3,871-79.7% | $4,663-83.2% |
| Participant deferral / active EE | $1,749 | $5,622-68.9% | $5,060-65.4% | $6,689-73.9% |
| Admin fee / account holder | $364 | $9,745-96.3% | $8,388-95.7% | $13,390-97.3% |