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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 | $22,227 | $93,055-76.1% | $153,741-85.5% | $80,959-72.5% |
| Participation rate | 24.0% | 69.0%-45.0pp | 77.1%-53.1pp | 67.7%-43.7pp |
| Annual return | 22.99% | 19.97%+3.0pp | 15.71%+7.3pp | 35.67%-12.7pp |
| Employer contribution / active EE | $984 | $3,504-71.9% | $5,042-80.5% | $2,757-64.3% |
| Participant deferral / active EE | $2,442 | $5,172-52.8% | $6,757-63.9% | $4,300-43.2% |
| Admin fee / account holder | $708 | $8,881-92.0% | $12,749-94.4% | $6,925-89.8% |