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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 | $7,567 | $63,346-88.1% | $92,240-91.8% | $70,126-89.2% |
| Participation rate | 30.8% | 68.7%-37.9pp | 76.5%-45.7pp | 69.5%-38.8pp |
| Annual return | 18.63% | 530.19%-511.6pp | 176.29%-157.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $685 | $2,854-76.0% | $3,897-82.4% | $3,332-79.4% |
| Admin fee / account holder | $855 | $3,841-77.7% | $5,194-83.5% | $4,645-81.6% |