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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 | $4,879 | $161,352-97.0% | $134,172-96.4% | $137,256-96.4% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 41.19% | 28.72%+12.5pp | 25.30%+15.9pp | 220.34%-179.1pp |
| Employer contribution / active EE | $633 | $4,099-84.6% | $3,420-81.5% | $4,156-84.8% |
| Participant deferral / active EE | $2,588 | $5,552-53.4% | $4,690-44.8% | $6,407-59.6% |
| Admin fee / account holder | $521 | $15,028-96.5% | $12,016-95.7% | $12,270-95.8% |