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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 | $201,344-96.6% | $184,243-96.3% | $145,877-95.3% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 0.00% | 29.01%-29.0pp | 28.82%-28.8pp | 551.28%-551.3pp |
| Employer contribution / active EE | $782 | $7,022-88.9% | $6,427-87.8% | $4,663-83.2% |
| Participant deferral / active EE | $3,347 | $9,807-65.9% | $9,132-63.4% | $6,691-50.0% |
| Admin fee / account holder | $679 | $16,382-95.9% | $13,914-95.1% | $13,402-94.9% |