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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 | $5,316 | $73,518-92.8% | $63,003-91.6% | $147,585-96.4% |
| Participation rate | 34.8% | 77.9%-43.1pp | 74.8%-40.0pp | 82.8%-48.0pp |
| Annual return | 22.34% | 175.46%-153.1pp | 87.59%-65.3pp | 578.57%-556.2pp |
| Employer contribution / active EE | $378 | $3,322-88.6% | $2,760-86.3% | $4,876-92.3% |
| Participant deferral / active EE | $558 | $4,183-86.7% | $3,329-83.3% | $5,439-89.7% |
| Admin fee / account holder | $333 | $5,952-94.4% | $3,600-90.7% | $10,885-96.9% |