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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 | $1,611 | $72,071-97.8% | $68,368-97.6% | $137,256-98.8% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.0%-11.5pp |
| Annual return | 56.96% | 353.14%-296.2pp | 292.57%-235.6pp | 220.34%-163.4pp |
| Employer contribution / active EE | $239 | $2,788-91.4% | $2,649-91.0% | $4,156-94.2% |
| Participant deferral / active EE | $1,435 | $4,410-67.5% | $4,123-65.2% | $6,407-77.6% |
| Admin fee / account holder | $361 | $5,336-93.2% | $5,150-93.0% | $12,270-97.1% |