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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 | $21,182 | $59,402-64.3% | $93,654-77.4% | $74,546-71.6% |
| Participation rate | 18.3% | 59.7%-41.3pp | 68.7%-50.4pp | 67.2%-48.9pp |
| Annual return | 13.69% | 81.86%-68.2pp | 133.34%-119.7pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $405 | $1,265-68.0% | $2,421-83.3% | $2,624-84.6% |
| Participant deferral / active EE | $818 | $3,049-73.2% | $4,413-81.5% | $4,347-81.2% |
| Admin fee / account holder | $586 | $3,023-80.6% | $8,282-92.9% | $1,944-69.9% |