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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 | $13,169 | $102,429-87.1% | $147,096-91.0% | $80,925-83.7% |
| Participation rate | 35.5% | 75.9%-40.4pp | 82.2%-46.7pp | 67.7%-32.2pp |
| Annual return | 16.03% | 135.02%-119.0pp | 419.75%-403.7pp | 35.65%-19.6pp |
| Employer contribution / active EE | $914 | $3,716-75.4% | $4,936-81.5% | $2,756-66.8% |
| Participant deferral / active EE | $1,705 | $6,649-74.4% | $8,071-78.9% | $4,299-60.3% |
| Admin fee / account holder | $1,030 | $7,957-87.1% | $13,005-92.1% | $6,940-85.2% |