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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 | $3,226 | $111,785-97.1% | $93,669-96.6% | $145,877-97.8% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 26.90% | 203.79%-176.9pp | 133.59%-106.7pp | 551.28%-524.4pp |
| Employer contribution / active EE | $571 | $3,096-81.6% | $2,424-76.5% | $4,663-87.8% |
| Participant deferral / active EE | $633 | $4,919-87.1% | $4,416-85.7% | $6,691-90.5% |
| Admin fee / account holder | $633 | $10,256-93.8% | $8,291-92.4% | $13,402-95.3% |