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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 | $17,739 | $131,835-86.5% | $108,582-83.7% | $273,972-93.5% |
| Participation rate | 69.6% | 83.5%-13.9pp | 79.6%-10.0pp | 83.0%-13.5pp |
| Annual return | 541.48% | -91.57%+633.0pp | -51.70%+593.2pp | 41.46%+500.0pp |
| Employer contribution / active EE | $2,035 | $4,913-58.6% | $3,758-45.8% | $4,869-58.2% |
| Participant deferral / active EE | $1,239 | $5,127-75.8% | $4,311-71.2% | $5,287-76.6% |
| Admin fee / account holder | $497 | $10,253-95.2% | $7,645-93.5% | $10,133-95.1% |