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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 | $2,208 | $88,778-97.5% | $81,844-97.3% | $145,884-98.5% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 33.19% | 1033.03%-999.8pp | 778.87%-745.7pp | 551.85%-518.7pp |
| Employer contribution / active EE | $279 | $3,087-91.0% | $2,916-90.4% | $4,662-94.0% |
| Participant deferral / active EE | $900 | $4,648-80.6% | $4,323-79.2% | $6,690-86.5% |
| Admin fee / account holder | $813 | $8,430-90.4% | $7,355-89.0% | $13,392-93.9% |