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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 | $20,604 | $100,041-79.4% | $149,718-86.2% | $70,131-70.6% |
| Participation rate | 33.9% | 83.6%-49.7pp | 87.1%-53.2pp | 69.5%-35.6pp |
| Annual return | 15.55% | 27.43%-11.9pp | 1501.70%-1486.2pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,235 | $4,983-55.2% | $6,568-66.0% | $3,332-32.9% |
| Admin fee / account holder | $665 | $8,286-92.0% | $11,283-94.1% | $4,645-85.7% |