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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 | $18,281 | $165,939-89.0% | $122,354-85.1% | $147,586-87.6% |
| Participation rate | 68.8% | 79.6%-10.8pp | 71.6%-2.9pp | 82.8%-14.1pp |
| Annual return | 204.18% | 34.56%+169.6pp | 30.28%+173.9pp | 578.59%-374.4pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $245 | $4,005-93.9% | $3,287-92.6% | $5,439-95.5% |
| Admin fee / account holder | $526 | $7,425-92.9% | $5,479-90.4% | $10,886-95.2% |