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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 | $12,117 | $125,190-90.3% | $105,624-88.5% | $145,897-91.7% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 10.33% | 225.22%-214.9pp | 116.20%-105.9pp | 552.29%-542.0pp |
| Employer contribution / active EE | $946 | $3,720-74.6% | $3,168-70.2% | $4,663-79.7% |
| Participant deferral / active EE | $1,411 | $5,716-75.3% | $5,013-71.9% | $6,689-78.9% |
| Admin fee / account holder | $3,170 | $17,138-81.5% | $10,961-71.1% | $13,390-76.3% |