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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 | $102,393-90.0% | $147,041-93.0% | $80,911-87.3% |
| Participation rate | 56.9% | 75.9%-18.9pp | 82.2%-25.2pp | 67.6%-10.7pp |
| Annual return | 26.48% | 134.95%-108.5pp | 419.21%-392.7pp | 35.63%-9.2pp |
| Employer contribution / active EE | $872 | $3,715-76.5% | $4,935-82.3% | $2,756-68.4% |
| Participant deferral / active EE | $2,420 | $6,647-63.6% | $8,071-70.0% | $4,297-43.7% |
| Admin fee / account holder | $576 | $7,943-92.7% | $13,006-95.6% | $6,935-91.7% |