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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 | $2,098 | $78,690-97.3% | $161,489-98.7% | $87,485-97.6% |
| Participation rate | 68.3% | 67.5%+0.8pp | 78.7%-10.4pp | 68.9%-0.6pp |
| Annual return | 30.62% | 32.74%-2.1pp | 89.72%-59.1pp | 26.06%+4.6pp |
| Employer contribution / active EE | $258 | $2,588-90.0% | $4,268-94.0% | $2,596-90.1% |
| Participant deferral / active EE | $1,175 | $3,311-64.5% | $5,630-79.1% | $4,274-72.5% |
| Admin fee / account holder | $534 | $6,724-92.1% | $16,006-96.7% | $7,775-93.1% |