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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 | $10,146 | $133,981-92.4% | $112,249-91.0% | $134,532-92.5% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -16.93% | 47.16%-64.1pp | 27.48%-44.4pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,011 | $4,040-75.0% | $3,636-72.2% | $4,741-78.7% |
| Participant deferral / active EE | $1,380 | $5,292-73.9% | $4,729-70.8% | $6,401-78.4% |
| Admin fee / account holder | $6,247 | $7,492-16.6% | $6,412-2.6% | $11,429-45.3% |