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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 | $18,932 | $106,864-82.3% | $147,318-87.1% | $82,637-77.1% |
| Participation rate | 61.8% | 75.5%-13.7pp | 82.1%-20.2pp | 68.1%-6.2pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,578 | $6,496-44.9% | $7,906-54.7% | $4,126-13.3% |
| Admin fee / account holder | $1,613 | $8,415-80.8% | $13,708-88.2% | $7,339-78.0% |