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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 | $24,359 | $80,763-69.8% | $102,412-76.2% | $74,459-67.3% |
| Participation rate | 56.2% | 65.7%-9.5pp | 74.5%-18.3pp | 67.2%-11.0pp |
| Annual return | 12.75% | 27.57%-14.8pp | 24.94%-12.2pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,614 | $3,862-32.3% | $5,060-48.3% | $4,350-39.9% |
| Admin fee / account holder | $869 | $2,371-63.4% | $8,388-89.6% | $1,945-55.3% |