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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 | $14,630 | $85,766-82.9% | $136,298-89.3% | $70,126-79.1% |
| Participation rate | 62.1% | 74.2%-12.0pp | 81.9%-19.8pp | 69.5%-7.4pp |
| Annual return | 17.50% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.6pp |
| Employer contribution / active EE | $994 | $2,966-66.5% | $4,696-78.8% | $2,343-57.6% |
| Participant deferral / active EE | $1,924 | $5,051-61.9% | $6,247-69.2% | $3,332-42.3% |
| Admin fee / account holder | $3,804 | $5,421-29.8% | $9,244-58.8% | $4,645-18.1% |