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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 | $20,527 | $54,541-62.4% | $78,778-73.9% | $70,126-70.7% |
| Participation rate | 60.7% | 60.8%-0.1pp | 69.2%-8.5pp | 69.5%-8.8pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $106 | $1,089-90.3% | $1,986-94.7% | $2,343-95.5% |
| Participant deferral / active EE | $2,217 | $2,210+0.3% | $2,958-25.1% | $3,332-33.5% |
| Admin fee / account holder | $1,069 | $3,709-71.2% | $5,134-79.2% | $4,645-77.0% |