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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 | $14,853 | $79,209-81.2% | $102,434-85.5% | $74,459-80.1% |
| Participation rate | 37.7% | 74.8%-37.1pp | 76.5%-38.8pp | 67.2%-29.6pp |
| Annual return | 12.46% | 54.98%-42.5pp | 29.46%-17.0pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $761 | $2,362-67.8% | $3,023-74.8% | $2,626-71.0% |
| Participant deferral / active EE | $1,320 | $4,417-70.1% | $5,055-73.9% | $4,350-69.7% |
| Admin fee / account holder | $1,757 | $2,002-12.2% | $9,462-81.4% | $1,945-9.7% |