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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 | $22,637 | $150,447-85.0% | $136,298-83.4% | $147,586-84.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 18.29% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $144 | $5,256-97.3% | $4,696-96.9% | $4,876-97.1% |
| Participant deferral / active EE | $8,529 | $6,631+28.6% | $6,247+36.5% | $5,439+56.8% |
| Admin fee / account holder | $932 | $10,906-91.5% | $9,244-89.9% | $10,886-91.4% |