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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 | $15,760 | $82,678-80.9% | $125,391-87.4% | $68,490-77.0% |
| Participation rate | 54.4% | 75.1%-20.7pp | 82.4%-28.0pp | 67.9%-13.5pp |
| Annual return | -9.99% | -5.97%-4.0pp | 572.41%-582.4pp | -7.85%-2.1pp |
| Employer contribution / active EE | $2,091 | $3,382-38.2% | $4,816-56.6% | $2,597-19.5% |
| Participant deferral / active EE | $2,216 | $6,111-63.7% | $7,448-70.2% | $4,028-45.0% |
| Admin fee / account holder | $701 | $6,277-88.8% | $10,009-93.0% | $5,403-87.0% |