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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 | $9,269 | $55,472-83.3% | $155,567-94.0% | $74,546-87.6% |
| Participation rate | 6.2% | 61.9%-55.7pp | 78.2%-72.0pp | 67.2%-61.0pp |
| Annual return | 0.00% | 268.72%-268.7pp | 64.74%-64.7pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $227 | $2,269-90.0% | $4,674-95.1% | $2,624-91.3% |
| Participant deferral / active EE | $831 | $2,838-70.7% | $5,628-85.2% | $4,347-80.9% |
| Admin fee / account holder | $425 | $1,743-75.6% | $15,916-97.3% | $1,944-78.1% |