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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 | $19,124 | $79,894-76.1% | $135,792-85.9% | $82,637-76.9% |
| Participation rate | 40.0% | 63.0%-23.0pp | 72.6%-32.6pp | 68.1%-28.1pp |
| Annual return | 26.76% | 17.20%+9.6pp | 25.96%+0.8pp | 53.51%-26.7pp |
| Employer contribution / active EE | $476 | $2,165-78.0% | $3,496-86.4% | $2,552-81.4% |
| Participant deferral / active EE | $1,261 | $3,194-60.5% | $4,759-73.5% | $4,126-69.4% |
| Admin fee / account holder | $599 | $6,434-90.7% | $12,266-95.1% | $7,339-91.8% |