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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 | $9,946 | $111,814-91.1% | $103,378-90.4% | $145,978-93.2% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 15.16% | 24.80%-9.6pp | 24.91%-9.7pp | 550.52%-535.4pp |
| Employer contribution / active EE | $840 | $4,215-80.1% | $3,870-78.3% | $4,662-82.0% |
| Participant deferral / active EE | $1,715 | $5,618-69.5% | $5,058-66.1% | $6,690-74.4% |
| Admin fee / account holder | $2,546 | $9,764-73.9% | $8,401-69.7% | $13,400-81.0% |