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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 | $16,042 | $85,766-81.3% | $136,298-88.2% | $70,126-77.1% |
| Participation rate | 40.3% | 74.2%-33.9pp | 81.9%-41.6pp | 69.5%-29.2pp |
| Annual return | 20.67% | 31.46%-10.8pp | 5156.27%-5135.6pp | 73.15%-52.5pp |
| Employer contribution / active EE | $844 | $2,966-71.6% | $4,696-82.0% | $2,343-64.0% |
| Participant deferral / active EE | $1,535 | $5,051-69.6% | $6,247-75.4% | $3,332-53.9% |
| Admin fee / account holder | $828 | $5,421-84.7% | $9,244-91.0% | $4,645-82.2% |