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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 | $1,765 | $49,976-96.5% | $66,674-97.4% | $82,637-97.9% |
| Participation rate | 62.9% | 63.1%-0.2pp | 73.7%-10.8pp | 68.1%-5.2pp |
| Annual return | 0.00% | 39.09%-39.1pp | 321.24%-321.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $225 | $1,988-88.7% | $2,620-91.4% | $2,552-91.2% |
| Participant deferral / active EE | $1,270 | $2,847-55.4% | $4,084-68.9% | $4,126-69.2% |
| Admin fee / account holder | $312 | $4,594-93.2% | $5,098-93.9% | $7,339-95.8% |