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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 | $25,749 | $88,117-70.8% | $164,928-84.4% | $74,400-65.4% |
| Participation rate | 38.9% | 73.1%-34.2pp | 78.6%-39.7pp | 67.2%-28.3pp |
| Annual return | 29.84% | 17.27%+12.6pp | 70.08%-40.2pp | 1367.51%-1337.7pp |
| Employer contribution / active EE | $770 | $2,596-70.4% | $4,343-82.3% | $2,624-70.7% |
| Participant deferral / active EE | $1,457 | $4,501-67.6% | $6,034-75.8% | $4,348-66.5% |
| Admin fee / account holder | $577 | $2,230-74.1% | $12,684-95.4% | $1,944-70.3% |