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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $20,682 | $102,385-79.8% | $147,080-85.9% | $80,935-74.4% |
| Participation rate | 52.5% | 75.9%-23.4pp | 82.2%-29.7pp | 67.7%-15.2pp |
| Annual return | 39.51% | 135.09%-95.6pp | 420.17%-380.7pp | 35.66%+3.8pp |
| Employer contribution / active EE | $1,477 | $3,717-60.3% | $4,933-70.1% | $2,757-46.4% |
| Participant deferral / active EE | $2,359 | $6,651-64.5% | $8,066-70.8% | $4,299-45.1% |
| Admin fee / account holder | $1,736 | $7,951-78.2% | $12,989-86.6% | $6,924-74.9% |