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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 | $5,029 | $111,535-95.5% | $105,223-95.2% | $137,256-96.3% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 29.51% | 237.85%-208.3pp | 180.65%-151.1pp | 220.34%-190.8pp |
| Employer contribution / active EE | $643 | $3,939-83.7% | $3,689-82.6% | $4,156-84.5% |
| Participant deferral / active EE | $2,088 | $5,500-62.0% | $5,072-58.8% | $6,407-67.4% |
| Admin fee / account holder | $452 | $9,721-95.4% | $8,859-94.9% | $12,270-96.3% |