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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 | $7,895 | $202,342-96.1% | $172,752-95.4% | $152,897-94.8% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 73.92% | 1029.83%-955.9pp | 802.97%-729.1pp | 345.43%-271.5pp |
| Employer contribution / active EE | $539 | $5,858-90.8% | $5,144-89.5% | $4,764-88.7% |
| Participant deferral / active EE | $2,636 | $5,948-55.7% | $5,198-49.3% | $5,851-54.9% |
| Admin fee / account holder | $1,012 | $17,111-94.1% | $13,955-92.7% | $11,599-91.3% |