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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 | $7,954 | $45,123-82.4% | $85,240-90.7% | $74,478-89.3% |
| Participation rate | 10.0% | 49.4%-39.4pp | 67.5%-57.5pp | 67.2%-57.2pp |
| Annual return | 34.20% | 26.32%+7.9pp | 66.75%-32.6pp | 1370.56%-1336.4pp |
| Employer contribution / active EE | $247 | $1,459-83.0% | $2,735-91.0% | $2,626-90.6% |
| Participant deferral / active EE | $427 | $2,736-84.4% | $4,527-90.6% | $4,350-90.2% |
| Admin fee / account holder | $660 | $2,215-70.2% | $6,165-89.3% | $1,946-66.1% |