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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 | $5,869 | $100,911-94.2% | $90,440-93.5% | $158,966-96.3% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.7%-41.9pp | 82.0%-51.2pp |
| Annual return | 77.48% | 1726.62%-1649.1pp | 1294.38%-1216.9pp | 302.95%-225.5pp |
| Employer contribution / active EE | $80 | $3,690-97.8% | $3,263-97.5% | $4,762-98.3% |
| Participant deferral / active EE | $1,288 | $4,348-70.4% | $3,964-67.5% | $5,983-78.5% |
| Admin fee / account holder | $857 | $6,507-86.8% | $5,615-84.7% | $11,250-92.4% |