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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 | $22,121 | $85,766-74.2% | $136,298-83.8% | $70,126-68.5% |
| Participation rate | 65.7% | 74.2%-8.4pp | 81.9%-16.2pp | 69.5%-3.8pp |
| Annual return | 15.75% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $888 | $5,051-82.4% | $6,247-85.8% | $3,332-73.3% |
| Admin fee / account holder | $445 | $5,421-91.8% | $9,244-95.2% | $4,645-90.4% |