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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 | $3,072 | $114,093-97.3% | $96,171-96.8% | $167,536-98.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 14.10% | 190.00%-175.9pp | 192.04%-177.9pp | 478.82%-464.7pp |
| Employer contribution / active EE | $301 | $3,429-91.2% | $2,799-89.2% | $4,839-93.8% |
| Participant deferral / active EE | $701 | $5,197-86.5% | $4,350-83.9% | $6,342-88.9% |
| Admin fee / account holder | $529 | $6,899-92.3% | $5,538-90.4% | $12,315-95.7% |