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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 | $25,807 | $101,672-74.6% | $147,117-82.5% | $74,478-65.3% |
| Participation rate | 60.9% | 75.5%-14.7pp | 82.2%-21.3pp | 67.2%-6.4pp |
| Annual return | 18.68% | 8757.83%-8739.1pp | 420.54%-401.9pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,283 | $7,305-41.4% | $8,065-46.9% | $4,350-1.5% |
| Admin fee / account holder | $1,575 | $1,753-10.2% | $12,993-87.9% | $1,946-19.1% |