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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 | $9,738 | $157,304-93.8% | $141,197-93.1% | $152,909-93.6% |
| Participation rate | 58.8% | 84.8%-26.0pp | 82.5%-23.7pp | 82.5%-23.6pp |
| Annual return | 64.56% | 64.34%+0.2pp | 71.41%-6.8pp | 345.46%-280.9pp |
| Employer contribution / active EE | $1,184 | $5,263-77.5% | $4,736-75.0% | $4,764-75.1% |
| Participant deferral / active EE | $1,668 | $7,111-76.5% | $6,710-75.1% | $5,851-71.5% |
| Admin fee / account holder | $1,524 | $12,126-87.4% | $10,265-85.1% | $11,601-86.9% |