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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 | $13,750 | $102,385-86.6% | $147,080-90.7% | $80,935-83.0% |
| Participation rate | 34.6% | 75.9%-41.3pp | 82.2%-47.6pp | 67.7%-33.0pp |
| Annual return | 34.12% | 135.09%-101.0pp | 420.17%-386.0pp | 35.66%-1.5pp |
| Employer contribution / active EE | $1,519 | $3,717-59.1% | $4,933-69.2% | $2,757-44.9% |
| Participant deferral / active EE | $1,765 | $6,651-73.5% | $8,066-78.1% | $4,299-58.9% |
| Admin fee / account holder | $906 | $7,951-88.6% | $12,989-93.0% | $6,924-86.9% |