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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 | $21,186 | $105,200-79.9% | $159,474-86.7% | $85,847-75.3% |
| Participation rate | 41.4% | 75.8%-34.4pp | 82.8%-41.5pp | 69.3%-27.9pp |
| Annual return | 87.25% | 45.08%+42.2pp | 263.68%-176.4pp | 318.61%-231.4pp |
| Employer contribution / active EE | $870 | $3,319-73.8% | $4,831-82.0% | $2,565-66.1% |
| Participant deferral / active EE | $1,369 | $5,946-77.0% | $7,353-81.4% | $3,952-65.4% |
| Admin fee / account holder | $2,492 | $6,934-64.1% | $10,802-76.9% | $6,261-60.2% |