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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 | $5,753 | $58,258-90.1% | $81,820-93.0% | $80,925-92.9% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.4%-47.4pp | 67.7%-42.7pp |
| Annual return | 19.84% | 41.76%-21.9pp | 777.93%-758.1pp | 35.65%-15.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,136 | $3,284-65.4% | $4,323-73.7% | $4,299-73.6% |
| Admin fee / account holder | $378 | $4,976-92.4% | $7,391-94.9% | $6,940-94.5% |