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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 | $19,163 | $201,372-90.5% | $184,260-89.6% | $145,884-86.9% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 16.41% | 29.04%-12.6pp | 28.84%-12.4pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,093 | $7,024-84.4% | $6,427-83.0% | $4,662-76.6% |
| Participant deferral / active EE | $3,487 | $9,808-64.4% | $9,133-61.8% | $6,690-47.9% |
| Admin fee / account holder | $2,972 | $16,362-81.8% | $13,898-78.6% | $13,392-77.8% |