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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 | $3,673 | $102,595-96.4% | $94,057-96.1% | $154,746-97.6% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 66.87% | 583.42%-516.6pp | 480.62%-413.8pp | 172.34%-105.5pp |
| Employer contribution / active EE | $174 | $3,147-94.5% | $2,933-94.1% | $4,379-96.0% |
| Participant deferral / active EE | $2,138 | $5,118-58.2% | $4,709-54.6% | $6,730-68.2% |
| Admin fee / account holder | $530 | $7,736-93.2% | $7,244-92.7% | $14,365-96.3% |