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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 | $11,163 | $88,360-87.4% | $145,433-92.3% | $67,986-83.6% |
| Participation rate | 55.0% | 65.5%-10.5pp | 82.1%-27.2pp | 57.2%-2.3pp |
| Annual return | 16.72% | 63.15%-46.4pp | 66.58%-49.9pp | 31.67%-14.9pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,174 | $5,932-63.4% | $7,897-72.5% | $3,358-35.3% |
| Admin fee / account holder | $2,111 | $3,313-36.3% | $13,129-83.9% | $3,203-34.1% |