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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 | $23,556 | $99,633-76.4% | $183,328-87.2% | $82,448-71.4% |
| Participation rate | 46.7% | 70.8%-24.1pp | 77.3%-30.7pp | 68.1%-21.4pp |
| Annual return | 18.32% | 17.84%+0.5pp | 29.67%-11.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $539 | $3,256-83.4% | $5,055-89.3% | $2,551-78.9% |
| Participant deferral / active EE | $2,186 | $4,938-55.7% | $6,795-67.8% | $4,139-47.2% |
| Admin fee / account holder | $1,936 | $9,934-80.5% | $21,427-91.0% | $7,234-73.2% |