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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 | $8,430 | $115,911-92.7% | $100,530-91.6% | $158,950-94.7% |
| Participation rate | 47.4% | 81.6%-34.2pp | 79.4%-32.0pp | 82.0%-34.6pp |
| Annual return | 60.45% | 34.80%+25.7pp | 30.89%+29.6pp | 302.91%-242.5pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,852 | $6,676-72.3% | $6,271-70.5% | $5,983-69.0% |
| Admin fee / account holder | $543 | $10,999-95.1% | $8,083-93.3% | $11,248-95.2% |