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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 | $5,239 | $85,060-93.8% | $70,565-92.6% | $139,487-96.2% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.84%-373.8pp |
| Employer contribution / active EE | $383 | $3,912-90.2% | $2,976-87.1% | $4,755-92.0% |
| Participant deferral / active EE | $6,659 | $5,891+13.0% | $4,568+45.8% | $6,713-0.8% |
| Admin fee / account holder | $9,528 | $8,932+6.7% | $6,430+48.2% | $11,407-16.5% |