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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 | $12,151 | $117,829-89.7% | $102,423-88.1% | $145,877-91.7% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 67.84% | 31.83%+36.0pp | 29.42%+38.4pp | 551.28%-483.4pp |
| Employer contribution / active EE | $429 | $3,615-88.1% | $3,023-85.8% | $4,663-90.8% |
| Participant deferral / active EE | $3,778 | $5,732-34.1% | $5,054-25.2% | $6,691-43.5% |
| Admin fee / account holder | $975 | $13,335-92.7% | $9,455-89.7% | $13,402-92.7% |