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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 | $6,938 | $180,749-96.2% | $160,784-95.7% | $137,256-94.9% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 17.43% | 2234.46%-2217.0pp | 1803.92%-1786.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $377 | $4,155-90.9% | $3,733-89.9% | $4,156-90.9% |
| Participant deferral / active EE | $1,637 | $6,844-76.1% | $6,293-74.0% | $6,407-74.4% |
| Admin fee / account holder | $610 | $10,397-94.1% | $9,717-93.7% | $12,270-95.0% |