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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 | $7,021 | $160,040-95.6% | $147,096-95.2% | $145,877-95.2% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 58.91% | 98.49%-39.6pp | 419.75%-360.8pp | 551.28%-492.4pp |
| Employer contribution / active EE | $977 | $5,289-81.5% | $4,936-80.2% | $4,663-79.1% |
| Participant deferral / active EE | $3,239 | $8,429-61.6% | $8,071-59.9% | $6,691-51.6% |
| Admin fee / account holder | $575 | $15,050-96.2% | $13,005-95.6% | $13,402-95.7% |