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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 | $9,364 | $81,457-88.5% | $103,378-90.9% | $80,911-88.4% |
| Participation rate | 42.5% | 66.8%-24.3pp | 74.5%-32.0pp | 67.6%-25.1pp |
| Annual return | 13.47% | 25.58%-12.1pp | 24.91%-11.4pp | 35.63%-22.2pp |
| Employer contribution / active EE | $380 | $3,107-87.8% | $3,870-90.2% | $2,756-86.2% |
| Participant deferral / active EE | $2,475 | $3,871-36.1% | $5,058-51.1% | $4,297-42.4% |
| Admin fee / account holder | $483 | $6,717-92.8% | $8,401-94.3% | $6,935-93.0% |