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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 | $15,292 | $217,432-93.0% | $185,849-91.8% | $167,536-90.9% |
| Participation rate | 55.6% | 86.1%-30.5pp | 81.7%-26.2pp | 82.1%-26.6pp |
| Annual return | 23.33% | 148.42%-125.1pp | 122.10%-98.8pp | 478.82%-455.5pp |
| Employer contribution / active EE | $648 | $5,875-89.0% | $5,169-87.5% | $4,839-86.6% |
| Participant deferral / active EE | $3,668 | $6,357-42.3% | $5,569-34.1% | $6,342-42.2% |
| Admin fee / account holder | $1,604 | $19,818-91.9% | $16,244-90.1% | $12,315-87.0% |