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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 | $6,880 | $201,370-96.6% | $184,256-96.3% | $145,897-95.3% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 0.00% | 29.05%-29.0pp | 28.85%-28.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $782 | $7,024-88.9% | $6,427-87.8% | $4,663-83.2% |
| Participant deferral / active EE | $3,347 | $9,808-65.9% | $9,133-63.4% | $6,689-50.0% |
| Admin fee / account holder | $679 | $16,364-95.8% | $13,899-95.1% | $13,390-94.9% |