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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 | $7,386 | $97,751-92.4% | $103,447-92.9% | $145,877-94.9% |
| Participation rate | 58.3% | 81.1%-22.8pp | 80.5%-22.2pp | 80.3%-22.0pp |
| Annual return | 14.93% | 25.43%-10.5pp | 23.92%-9.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,028 | $4,684-78.0% | $4,678-78.0% | $4,663-77.9% |
| Participant deferral / active EE | $1,868 | $6,603-71.7% | $6,624-71.8% | $6,691-72.1% |
| Admin fee / account holder | $536 | $12,515-95.7% | $9,415-94.3% | $13,402-96.0% |