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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 | $15,585 | $150,447-89.6% | $136,298-88.6% | $147,586-89.4% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 28.54% | 1049.15%-1020.6pp | 5156.27%-5127.7pp | 578.59%-550.0pp |
| Employer contribution / active EE | $586 | $5,256-88.9% | $4,696-87.5% | $4,876-88.0% |
| Participant deferral / active EE | $3,431 | $6,631-48.3% | $6,247-45.1% | $5,439-36.9% |
| Admin fee / account holder | $1,773 | $10,906-83.7% | $9,244-80.8% | $10,886-83.7% |