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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 | $16,482 | $102,422-83.9% | $147,117-88.8% | $80,959-79.6% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 15.38% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,736 | $3,717-26.4% | $4,932-44.5% | $2,757-0.8% |
| Participant deferral / active EE | $2,302 | $6,652-65.4% | $8,065-71.5% | $4,300-46.5% |
| Admin fee / account holder | $1,186 | $7,953-85.1% | $12,993-90.9% | $6,925-82.9% |