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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 | $13,940 | $85,766-83.7% | $136,297-89.8% | $70,124-80.1% |
| Participation rate | 46.7% | 74.2%-27.5pp | 81.9%-35.3pp | 69.5%-22.9pp |
| Annual return | 37.63% | 31.45%+6.2pp | 5156.19%-5118.6pp | 73.14%-35.5pp |
| Employer contribution / active EE | $681 | $2,966-77.0% | $4,696-85.5% | $2,342-70.9% |
| Participant deferral / active EE | $1,187 | $5,051-76.5% | $6,247-81.0% | $3,332-64.4% |
| Admin fee / account holder | $1,329 | $5,420-75.5% | $9,244-85.6% | $4,645-71.4% |