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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 | $8,861 | $85,766-89.7% | $136,298-93.5% | $70,126-87.4% |
| Participation rate | 36.7% | 74.2%-37.4pp | 81.9%-45.2pp | 69.5%-32.8pp |
| Annual return | 23.35% | 31.46%-8.1pp | 5156.27%-5132.9pp | 73.15%-49.8pp |
| Employer contribution / active EE | $684 | $2,966-76.9% | $4,696-85.4% | $2,343-70.8% |
| Participant deferral / active EE | $1,962 | $5,051-61.2% | $6,247-68.6% | $3,332-41.1% |
| Admin fee / account holder | $3,480 | $5,421-35.8% | $9,244-62.4% | $4,645-25.1% |