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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 | $13,394 | $185,905-92.8% | $170,057-92.1% | $139,487-90.4% |
| Participation rate | 58.8% | 87.8%-28.9pp | 87.0%-28.2pp | 80.3%-21.5pp |
| Annual return | 21.03% | 60.56%-39.5pp | 53.42%-32.4pp | 373.84%-352.8pp |
| Employer contribution / active EE | $419 | $7,597-94.5% | $6,790-93.8% | $4,755-91.2% |
| Participant deferral / active EE | $5,074 | $11,627-56.4% | $10,411-51.3% | $6,713-24.4% |
| Admin fee / account holder | $1,976 | $15,397-87.2% | $12,826-84.6% | $11,407-82.7% |