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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 | $17,089 | $102,393-83.3% | $147,041-88.4% | $80,911-78.9% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.6%-6.1pp |
| Annual return | 16.16% | 134.95%-118.8pp | 419.21%-403.0pp | 35.63%-19.5pp |
| Employer contribution / active EE | $1,090 | $3,715-70.7% | $4,935-77.9% | $2,756-60.4% |
| Participant deferral / active EE | $1,825 | $6,647-72.5% | $8,071-77.4% | $4,297-57.5% |
| Admin fee / account holder | $537 | $7,943-93.2% | $13,006-95.9% | $6,935-92.3% |