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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 | $14,663 | $85,766-82.9% | $136,297-89.2% | $70,124-79.1% |
| Participation rate | 45.5% | 74.2%-28.7pp | 81.9%-36.5pp | 69.5%-24.1pp |
| Annual return | 24.65% | 31.45%-6.8pp | 5156.19%-5131.5pp | 73.14%-48.5pp |
| Employer contribution / active EE | $1,338 | $2,966-54.9% | $4,696-71.5% | $2,342-42.9% |
| Participant deferral / active EE | $1,814 | $5,051-64.1% | $6,247-71.0% | $3,332-45.6% |
| Admin fee / account holder | $303 | $5,420-94.4% | $9,244-96.7% | $4,645-93.5% |