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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 | $75,541-97.2% | $152,093-98.6% | $82,637-97.5% |
| Participation rate | 68.3% | 66.5%+1.8pp | 77.8%-9.5pp | 68.1%+0.2pp |
| Annual return | 30.62% | 32.56%-1.9pp | 66.36%-35.7pp | 53.51%-22.9pp |
| Employer contribution / active EE | $258 | $2,622-90.2% | $4,175-93.8% | $2,552-89.9% |
| Participant deferral / active EE | $1,175 | $3,206-63.4% | $5,451-78.5% | $4,126-71.5% |
| Admin fee / account holder | $534 | $6,405-91.7% | $14,497-96.3% | $7,339-92.7% |