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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 | $4,393 | $81,504-94.6% | $102,437-95.7% | $80,959-94.6% |
| Participation rate | 58.3% | 66.9%-8.5pp | 74.5%-16.2pp | 67.7%-9.3pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $621 | $3,104-80.0% | $3,871-84.0% | $2,757-77.5% |
| Participant deferral / active EE | $1,962 | $3,871-49.3% | $5,060-61.2% | $4,300-54.4% |
| Admin fee / account holder | $457 | $6,719-93.2% | $8,388-94.5% | $6,925-93.4% |