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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 | $13,370 | $183,592-92.7% | $155,574-91.4% | $145,877-90.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.24% | 61.37%-46.1pp | 64.87%-49.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $829 | $5,317-84.4% | $4,676-82.3% | $4,663-82.2% |
| Participant deferral / active EE | $1,895 | $6,466-70.7% | $5,629-66.3% | $6,691-71.7% |
| Admin fee / account holder | $696 | $19,316-96.4% | $15,914-95.6% | $13,402-94.8% |