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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 | $16,863 | $102,382-83.5% | $147,005-88.5% | $80,874-79.1% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.2%-21.6pp | 67.6%-7.1pp |
| Annual return | 14.18% | 134.89%-120.7pp | 418.76%-404.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,741 | $3,715-53.1% | $4,934-64.7% | $2,756-36.8% |
| Participant deferral / active EE | $2,605 | $6,646-60.8% | $8,070-67.7% | $4,297-39.4% |
| Admin fee / account holder | $1,752 | $7,942-77.9% | $13,006-86.5% | $6,935-74.7% |