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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 | $10,814 | $86,949-87.6% | $102,460-89.4% | $80,959-86.6% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.7pp | 67.7%-24.8pp |
| Annual return | 15.47% | 18.89%-3.4pp | 29.47%-14.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $620 | $2,370-73.8% | $3,025-79.5% | $2,757-77.5% |
| Participant deferral / active EE | $3,064 | $4,121-25.6% | $5,056-39.4% | $4,300-28.7% |
| Admin fee / account holder | $316 | $8,048-96.1% | $9,460-96.7% | $6,925-95.4% |