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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 | $10,239 | $102,422-90.0% | $147,117-93.0% | $80,959-87.4% |
| Participation rate | 56.9% | 75.9%-18.9pp | 82.2%-25.2pp | 67.7%-10.7pp |
| Annual return | 26.48% | 135.16%-108.7pp | 420.54%-394.1pp | 35.67%-9.2pp |
| Employer contribution / active EE | $872 | $3,717-76.6% | $4,932-82.3% | $2,757-68.4% |
| Participant deferral / active EE | $2,420 | $6,652-63.6% | $8,065-70.0% | $4,300-43.7% |
| Admin fee / account holder | $576 | $7,953-92.8% | $12,993-95.6% | $6,925-91.7% |