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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 | $7,484 | $166,242-95.5% | $165,071-95.5% | $145,884-94.9% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 12.23% | 100.44%-88.2pp | 70.17%-57.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $597 | $5,283-88.7% | $4,347-86.3% | $4,662-87.2% |
| Participant deferral / active EE | $2,425 | $6,964-65.2% | $6,035-59.8% | $6,690-63.7% |
| Admin fee / account holder | $816 | $16,658-95.1% | $12,695-93.6% | $13,392-93.9% |