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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 | $11,258 | $85,766-86.9% | $136,298-91.7% | $70,126-83.9% |
| Participation rate | 61.7% | 74.2%-12.5pp | 81.9%-20.2pp | 69.5%-7.8pp |
| Annual return | 17.65% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,702 | $2,966-42.6% | $4,696-63.8% | $2,343-27.4% |
| Participant deferral / active EE | $2,021 | $5,051-60.0% | $6,247-67.6% | $3,332-39.3% |
| Admin fee / account holder | $3,265 | $5,421-39.8% | $9,244-64.7% | $4,645-29.7% |