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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 | $7,109 | $183,516-96.1% | $155,534-95.4% | $145,884-95.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $835 | $5,315-84.3% | $4,675-82.1% | $4,662-82.1% |
| Participant deferral / active EE | $2,896 | $6,467-55.2% | $5,630-48.6% | $6,690-56.7% |
| Admin fee / account holder | $303 | $19,293-98.4% | $15,900-98.1% | $13,392-97.7% |