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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 | $20,437 | $93,589-78.2% | $135,942-85.0% | $75,181-72.8% |
| Participation rate | 63.6% | 75.2%-11.6pp | 81.9%-18.3pp | 67.2%-3.6pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,942 | $6,405+8.4% | $7,759-10.5% | $4,126+68.2% |
| Admin fee / account holder | $4,872 | $6,977-30.2% | $10,764-54.7% | $5,650-13.8% |