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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 | $2,292 | $81,331-97.2% | $155,534-98.5% | $80,935-97.2% |
| Participation rate | 59.4% | 66.3%-6.9pp | 78.2%-18.8pp | 67.7%-8.3pp |
| Annual return | 22.67% | 33.37%-10.7pp | 64.92%-42.2pp | 35.66%-13.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,426 | $3,454-58.7% | $5,630-74.7% | $4,299-66.8% |
| Admin fee / account holder | $461 | $7,999-94.2% | $15,900-97.1% | $6,924-93.3% |