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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 | $12,409 | $202,342-93.9% | $172,752-92.8% | $152,897-91.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 25.15% | 1029.83%-1004.7pp | 802.97%-777.8pp | 345.43%-320.3pp |
| Employer contribution / active EE | $812 | $5,858-86.1% | $5,144-84.2% | $4,764-83.0% |
| Participant deferral / active EE | $2,116 | $5,948-64.4% | $5,198-59.3% | $5,851-63.8% |
| Admin fee / account holder | $467 | $17,111-97.3% | $13,955-96.7% | $11,599-96.0% |