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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 | $17,473 | $63,346-72.4% | $92,240-81.1% | $70,126-75.1% |
| Participation rate | 50.8% | 68.7%-17.9pp | 76.5%-25.7pp | 69.5%-18.7pp |
| Annual return | 16.11% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.0pp |
| Employer contribution / active EE | $286 | $2,471-88.4% | $3,680-92.2% | $2,343-87.8% |
| Participant deferral / active EE | $1,435 | $2,854-49.7% | $3,897-63.2% | $3,332-56.9% |
| Admin fee / account holder | $8,589 | $3,841+123.6% | $5,194+65.4% | $4,645+84.9% |