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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 | $97,078-92.4% | $103,065-92.8% | $145,897-94.9% |
| Participation rate | 58.3% | 81.1%-22.8pp | 80.6%-22.2pp | 80.3%-22.0pp |
| Annual return | 14.93% | 25.49%-10.6pp | 23.95%-9.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,028 | $4,680-78.0% | $4,675-78.0% | $4,663-77.9% |
| Participant deferral / active EE | $1,868 | $6,601-71.7% | $6,625-71.8% | $6,689-72.1% |
| Admin fee / account holder | $536 | $12,505-95.7% | $9,349-94.3% | $13,390-96.0% |