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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 | $14,761 | $59,006-75.0% | $97,295-84.8% | $74,478-80.2% |
| Participation rate | 38.0% | 63.7%-25.7pp | 72.7%-34.7pp | 67.2%-29.3pp |
| Annual return | 14.21% | 16.04%-1.8pp | 75.62%-61.4pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | -$27 | $1,894-101.4% | $2,723-101.0% | $2,626-101.0% |
| Participant deferral / active EE | $1,800 | $3,671-51.0% | $4,264-57.8% | $4,350-58.6% |
| Admin fee / account holder | $1,974 | $1,9740% | $5,646-65.0% | $1,946+1.5% |