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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 | $16,687 | $125,184-86.7% | $105,607-84.2% | $145,884-88.6% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 16.88% | 225.00%-208.1pp | 116.11%-99.2pp | 551.85%-535.0pp |
| Employer contribution / active EE | $257 | $3,720-93.1% | $3,167-91.9% | $4,662-94.5% |
| Participant deferral / active EE | $2,708 | $5,714-52.6% | $5,011-46.0% | $6,690-59.5% |
| Admin fee / account holder | $492 | $17,133-97.1% | $10,958-95.5% | $13,392-96.3% |