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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 | $3,037 | $55,437-94.5% | $155,534-98.0% | $74,459-95.9% |
| Participation rate | 57.5% | 61.9%-4.4pp | 78.2%-20.7pp | 67.2%-9.7pp |
| Annual return | 11.91% | 269.58%-257.7pp | 64.92%-53.0pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $345 | $2,266-84.8% | $4,675-92.6% | $2,626-86.8% |
| Participant deferral / active EE | $1,078 | $2,837-62.0% | $5,630-80.8% | $4,350-75.2% |
| Admin fee / account holder | $1,280 | $1,742-26.6% | $15,900-92.0% | $1,945-34.2% |