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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 | $9,227 | $111,830-91.7% | $93,696-90.2% | $145,884-93.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 10.83% | 204.08%-193.2pp | 133.74%-122.9pp | 551.85%-541.0pp |
| Employer contribution / active EE | $461 | $3,093-85.1% | $2,422-81.0% | $4,662-90.1% |
| Participant deferral / active EE | $2,638 | $4,920-46.4% | $4,417-40.3% | $6,690-60.6% |
| Admin fee / account holder | $647 | $10,249-93.7% | $8,287-92.2% | $13,392-95.2% |