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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 | $6,887 | $73,787-90.7% | $98,716-93.0% | $82,448-91.6% |
| Participation rate | 65.7% | 61.4%+4.3pp | 69.3%-3.6pp | 68.1%-2.4pp |
| Annual return | 26.98% | 18.57%+8.4pp | 31.81%-4.8pp | 41.64%-14.7pp |
| Employer contribution / active EE | $278 | $1,511-81.6% | $2,279-87.8% | $2,551-89.1% |
| Participant deferral / active EE | $1,767 | $3,081-42.7% | $4,048-56.4% | $4,139-57.3% |
| Admin fee / account holder | $480 | $6,500-92.6% | $8,703-94.5% | $7,234-93.4% |