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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 | $11,841 | $136,860-91.3% | $120,344-90.2% | $154,746-92.3% |
| Participation rate | 8.3% | 79.9%-71.6pp | 76.7%-68.4pp | 80.7%-72.4pp |
| Annual return | 48.18% | 21.38%+26.8pp | 20.30%+27.9pp | 172.34%-124.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,586 | $5,793-20.8% | $5,135-10.7% | $6,730-31.9% |
| Admin fee / account holder | $720 | $15,393-95.3% | $12,742-94.4% | $14,365-95.0% |