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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 | $9,685 | $148,623-93.5% | $135,974-92.9% | $139,466-93.1% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 17.81% | 79.30%-61.5pp | 68.30%-50.5pp | 373.66%-355.9pp |
| Employer contribution / active EE | $373 | $5,246-92.9% | $4,859-92.3% | $4,754-92.2% |
| Participant deferral / active EE | $3,841 | $8,103-52.6% | $7,760-50.5% | $6,712-42.8% |
| Admin fee / account holder | $1,557 | $12,406-87.5% | $10,767-85.5% | $11,409-86.4% |