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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 | $10,408 | $68,398-84.8% | $94,664-89.0% | $75,173-86.2% |
| Participation rate | 48.8% | 76.1%-27.3pp | 80.8%-32.1pp | 67.2%-18.4pp |
| Annual return | 16.17% | 616.72%-600.6pp | 156.84%-140.7pp | 160.72%-144.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,801 | $6,537-72.4% | $7,417-75.7% | $4,126-56.3% |
| Admin fee / account holder | $993 | $5,324-81.3% | $7,222-86.2% | $5,651-82.4% |