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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 | $14,546 | $85,766-83.0% | $136,298-89.3% | $70,126-79.3% |
| Participation rate | 29.2% | 74.2%-45.0pp | 81.9%-52.8pp | 69.5%-40.4pp |
| Annual return | 17.73% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $560 | $2,966-81.1% | $4,696-88.1% | $2,343-76.1% |
| Participant deferral / active EE | $1,121 | $5,051-77.8% | $6,247-82.1% | $3,332-66.3% |
| Admin fee / account holder | $381 | $5,421-93.0% | $9,244-95.9% | $4,645-91.8% |