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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 | $111,814-91.7% | $103,378-91.0% | $145,978-93.6% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 17.57% | 24.80%-7.2pp | 24.91%-7.3pp | 550.52%-532.9pp |
| Employer contribution / active EE | $784 | $4,215-81.4% | $3,870-79.7% | $4,662-83.2% |
| Participant deferral / active EE | $1,749 | $5,618-68.9% | $5,058-65.4% | $6,690-73.9% |
| Admin fee / account holder | $364 | $9,764-96.3% | $8,401-95.7% | $13,400-97.3% |