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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 | $8,159 | $118,919-93.1% | $88,538-90.8% | $152,897-94.7% |
| Participation rate | 10.0% | 73.4%-63.4pp | 68.7%-58.7pp | 82.5%-72.5pp |
| Annual return | 19.86% | 47.92%-28.1pp | 43.64%-23.8pp | 345.43%-325.6pp |
| Employer contribution / active EE | $176 | $2,669-93.4% | $2,098-91.6% | $4,764-96.3% |
| Participant deferral / active EE | $367 | $3,549-89.7% | $2,914-87.4% | $5,851-93.7% |
| Admin fee / account holder | $703 | $5,876-88.0% | $4,310-83.7% | $11,599-93.9% |