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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 | $4,691 | $92,798-94.9% | $96,707-95.1% | $137,256-96.6% |
| Participation rate | 66.7% | 81.6%-15.0pp | 80.4%-13.7pp | 80.0%-13.3pp |
| Annual return | 30.04% | 31.24%-1.2pp | 34.78%-4.7pp | 220.34%-190.3pp |
| Employer contribution / active EE | $852 | $4,147-79.5% | $4,191-79.7% | $4,156-79.5% |
| Participant deferral / active EE | $1,483 | $5,877-74.8% | $5,997-75.3% | $6,407-76.9% |
| Admin fee / account holder | $1,133 | $7,946-85.7% | $7,503-84.9% | $12,270-90.8% |