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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 | $6,089 | $75,183-91.9% | $123,894-95.1% | $55,167-89.0% |
| Participation rate | 7.5% | 72.8%-65.3pp | 81.4%-73.9pp | 69.0%-61.5pp |
| Annual return | 22.46% | 19.01%+3.4pp | 47.52%-25.1pp | 169.23%-146.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $748 | $5,084-85.3% | $5,984-87.5% | $3,054-75.5% |
| Admin fee / account holder | $327 | $663-50.6% | $8,357-96.1% | $504-35.1% |