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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 | $5,860 | $110,410-94.7% | $102,437-94.3% | $145,897-96.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.64% | 24.85%-9.2pp | 24.95%-9.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $576 | $4,217-86.3% | $3,871-85.1% | $4,663-87.6% |
| Participant deferral / active EE | $2,145 | $5,622-61.8% | $5,060-57.6% | $6,689-67.9% |
| Admin fee / account holder | $784 | $9,745-92.0% | $8,388-90.7% | $13,390-94.1% |