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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 | $10,156 | $62,166-83.7% | $81,353-87.5% | $74,459-86.4% |
| Participation rate | 8.1% | 64.1%-55.9pp | 69.5%-61.4pp | 67.2%-59.1pp |
| Annual return | 33.24% | 16.50%+16.7pp | 24.82%+8.4pp | 1369.70%-1336.5pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $429 | $3,223-86.7% | $3,885-89.0% | $4,350-90.1% |
| Admin fee / account holder | $809 | $1,925-58.0% | $5,766-86.0% | $1,945-58.4% |