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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 | $10,965 | $102,385-89.3% | $147,080-92.5% | $80,935-86.5% |
| Participation rate | 60.7% | 75.9%-15.2pp | 82.2%-21.5pp | 67.7%-6.9pp |
| Annual return | 17.58% | 135.09%-117.5pp | 420.17%-402.6pp | 35.66%-18.1pp |
| Employer contribution / active EE | $645 | $3,717-82.6% | $4,933-86.9% | $2,757-76.6% |
| Participant deferral / active EE | $2,984 | $6,651-55.1% | $8,066-63.0% | $4,299-30.6% |
| Admin fee / account holder | $301 | $7,951-96.2% | $12,989-97.7% | $6,924-95.7% |