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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 | $15,884 | $183,516-91.3% | $155,534-89.8% | $145,884-89.1% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 17.77% | 61.43%-43.7pp | 64.92%-47.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $758 | $5,315-85.7% | $4,675-83.8% | $4,662-83.7% |
| Participant deferral / active EE | $3,836 | $6,467-40.7% | $5,630-31.9% | $6,690-42.7% |
| Admin fee / account holder | $1,659 | $19,293-91.4% | $15,900-89.6% | $13,392-87.6% |