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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 | $33,938 | $100,194-66.1% | $122,979-72.4% | $86,983-61.0% |
| Participation rate | 40.0% | 73.0%-33.0pp | 77.2%-37.2pp | 69.5%-29.5pp |
| Annual return | 13.59% | 16.47%-2.9pp | 20.12%-6.5pp | 25.83%-12.2pp |
| Employer contribution / active EE | $469 | $2,326-79.8% | $3,062-84.7% | $2,584-81.9% |
| Participant deferral / active EE | $2,045 | $4,133-50.5% | $5,003-59.1% | $4,194-51.2% |
| Admin fee / account holder | $4,453 | $10,148-56.1% | $12,864-65.4% | $7,856-43.3% |