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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 | $4,784 | $172,111-97.2% | $150,298-96.8% | $137,256-96.5% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 43.71% | 69.37%-25.7pp | 62.79%-19.1pp | 220.34%-176.6pp |
| Employer contribution / active EE | $734 | $4,636-84.2% | $4,154-82.3% | $4,156-82.3% |
| Participant deferral / active EE | $1,983 | $6,166-67.8% | $5,453-63.6% | $6,407-69.1% |
| Admin fee / account holder | $333 | $16,471-98.0% | $14,116-97.6% | $12,270-97.3% |