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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 | $18,329 | $101,653-82.0% | $147,080-87.5% | $74,459-75.4% |
| Participation rate | 67.3% | 75.6%-8.3pp | 82.2%-14.9pp | 67.2%+0.1pp |
| Annual return | 16.14% | 8754.98%-8738.8pp | 420.17%-404.0pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $1,661 | $3,813-56.5% | $4,933-66.3% | $2,626-36.8% |
| Participant deferral / active EE | $2,385 | $7,304-67.4% | $8,066-70.4% | $4,350-45.2% |
| Admin fee / account holder | $1,929 | $1,752+10.1% | $12,989-85.1% | $1,945-0.8% |