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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 | $7,562 | $148,582-94.9% | $135,942-94.4% | $139,456-94.6% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $918 | $5,245-82.5% | $4,858-81.1% | $4,753-80.7% |
| Participant deferral / active EE | $3,925 | $8,101-51.6% | $7,759-49.4% | $6,711-41.5% |
| Admin fee / account holder | $3,477 | $12,402-72.0% | $10,764-67.7% | $11,407-69.5% |