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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 | $4,134 | $58,275-92.9% | $81,844-94.9% | $80,935-94.9% |
| Participation rate | 23.9% | 63.5%-39.6pp | 72.4%-48.5pp | 67.7%-43.7pp |
| Annual return | 0.00% | 41.82%-41.8pp | 778.87%-778.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $96 | $2,346-95.9% | $2,916-96.7% | $2,757-96.5% |
| Participant deferral / active EE | $1,006 | $3,285-69.4% | $4,323-76.7% | $4,299-76.6% |
| Admin fee / account holder | $388 | $4,749-91.8% | $7,355-94.7% | $6,924-94.4% |