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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 | $7,761 | $166,131-95.3% | $164,975-95.3% | $145,877-94.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 9.03% | 100.37%-91.3pp | 70.12%-61.1pp | 551.28%-542.3pp |
| Employer contribution / active EE | $753 | $5,276-85.7% | $4,343-82.7% | $4,663-83.9% |
| Participant deferral / active EE | $3,724 | $6,962-46.5% | $6,033-38.3% | $6,691-44.3% |
| Admin fee / account holder | $1,667 | $16,648-90.0% | $12,688-86.9% | $13,402-87.6% |