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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 | $21,909 | $150,447-85.4% | $136,298-83.9% | $147,586-85.2% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 18.88% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $879 | $5,256-83.3% | $4,696-81.3% | $4,876-82.0% |
| Participant deferral / active EE | $3,406 | $6,631-48.6% | $6,247-45.5% | $5,439-37.4% |
| Admin fee / account holder | $1,613 | $10,906-85.2% | $9,244-82.6% | $10,886-85.2% |