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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 | $22,111 | $101,591-78.2% | $147,096-85.0% | $74,429-70.3% |
| Participation rate | 65.2% | 75.5%-10.3pp | 82.2%-17.0pp | 67.2%-2.0pp |
| Annual return | 15.35% | 8746.45%-8731.1pp | 419.75%-404.4pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $1,443 | $3,813-62.1% | $4,936-70.8% | $2,625-45.0% |
| Participant deferral / active EE | $2,128 | $7,302-70.9% | $8,071-73.6% | $4,348-51.1% |
| Admin fee / account holder | $1,362 | $1,750-22.2% | $13,005-89.5% | $1,944-29.9% |