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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 | $10,236 | $82,674-87.6% | $125,381-91.8% | $68,486-85.1% |
| Participation rate | 65.9% | 75.1%-9.2pp | 82.4%-16.5pp | 67.9%-2.0pp |
| Annual return | -15.17% | -5.97%-9.2pp | 572.31%-587.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,618 | $3,382-52.2% | $4,815-66.4% | $2,597-37.7% |
| Participant deferral / active EE | $2,326 | $6,111-61.9% | $7,448-68.8% | $4,028-42.3% |
| Admin fee / account holder | $1,834 | $6,277-70.8% | $10,007-81.7% | $5,404-66.1% |