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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 | $19,466 | $101,539-80.8% | $147,041-86.8% | $74,400-73.8% |
| Participation rate | 66.3% | 75.5%-9.3pp | 82.2%-15.9pp | 67.2%-1.0pp |
| Annual return | 16.78% | 8740.84%-8724.1pp | 419.21%-402.4pp | 1367.51%-1350.7pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,559 | $7,304-65.0% | $8,071-68.3% | $4,348-41.1% |
| Admin fee / account holder | $1,187 | $1,749-32.1% | $13,006-90.9% | $1,944-38.9% |