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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 | $9,832 | $209,425-95.3% | $178,499-94.5% | $158,966-93.8% |
| Participation rate | 31.3% | 86.4%-55.1pp | 81.9%-50.7pp | 82.0%-50.7pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,147 | $5,707-79.9% | $5,011-77.1% | $4,762-75.9% |
| Participant deferral / active EE | $2,032 | $5,955-65.9% | $5,202-60.9% | $5,983-66.0% |
| Admin fee / account holder | $1,908 | $17,078-88.8% | $13,986-86.4% | $11,250-83.0% |