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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 | $35,455 | $88,117-59.8% | $164,928-78.5% | $74,400-52.3% |
| Participation rate | 51.8% | 73.1%-21.3pp | 78.6%-26.8pp | 67.2%-15.4pp |
| Annual return | 17.91% | 17.27%+0.6pp | 70.08%-52.2pp | 1367.51%-1349.6pp |
| Employer contribution / active EE | $920 | $2,596-64.6% | $4,343-78.8% | $2,624-65.0% |
| Participant deferral / active EE | $2,154 | $4,501-52.1% | $6,034-64.3% | $4,348-50.5% |
| Admin fee / account holder | $1,534 | $2,230-31.2% | $12,684-87.9% | $1,944-21.1% |