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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 | $12,895 | $63,346-79.6% | $92,240-86.0% | $70,126-81.6% |
| Participation rate | 11.4% | 68.7%-57.2pp | 76.5%-65.1pp | 69.5%-58.1pp |
| Annual return | 18.00% | 530.19%-512.2pp | 176.29%-158.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $476 | $2,854-83.3% | $3,897-87.8% | $3,332-85.7% |
| Admin fee / account holder | $1,005 | $3,841-73.8% | $5,194-80.7% | $4,645-78.4% |