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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 | $6,504 | $335,055-98.1% | $150,298-95.7% | - |
| Participation rate | 67.7% | 50.7%+17.0pp | 77.8%-10.1pp | - |
| Annual return | 52.71% | 11.52%+41.2pp | 62.79%-10.1pp | - |
| Employer contribution / active EE | $0 | $931-100.0% | $4,154-100.0% | - |
| Participant deferral / active EE | $2,823 | $1,801+56.8% | $5,453-48.2% | - |
| Admin fee / account holder | $1,332 | $66,580-98.0% | $14,116-90.6% | - |