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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 | $3,773 | $43,749-91.4% | $158,223-97.6% | $65,306-94.2% |
| Participation rate | 31.7% | 56.9%-25.2pp | 79.2%-47.5pp | 57.7%-26.0pp |
| Annual return | 21.87% | 19.41%+2.5pp | 52.09%-30.2pp | 21.94%-0.1pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $999 | $2,019-50.5% | $5,467-81.7% | $2,959-66.2% |
| Admin fee / account holder | $578 | $1,930-70.1% | $16,047-96.4% | $3,480-83.4% |