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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 | $9,070 | $166,089-94.5% | $164,928-94.5% | $145,978-93.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 10.50% | 100.26%-89.8pp | 70.08%-59.6pp | 550.52%-540.0pp |
| Employer contribution / active EE | $277 | $5,276-94.8% | $4,343-93.6% | $4,662-94.1% |
| Participant deferral / active EE | $2,103 | $6,961-69.8% | $6,034-65.1% | $6,690-68.6% |
| Admin fee / account holder | $602 | $16,641-96.4% | $12,684-95.3% | $13,400-95.5% |