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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 | $2,580 | $211,239-98.8% | $178,528-98.6% | $145,877-98.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.41% | 30.22%-20.8pp | 27.11%-17.7pp | 551.28%-541.9pp |
| Employer contribution / active EE | $479 | $4,570-89.5% | $3,950-87.9% | $4,663-89.7% |
| Participant deferral / active EE | $1,501 | $6,963-78.4% | $6,278-76.1% | $6,691-77.6% |
| Admin fee / account holder | $630 | $12,095-94.8% | $10,419-94.0% | $13,402-95.3% |