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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 | $8,568 | $54,674-84.3% | $76,089-88.7% | $74,429-88.5% |
| Participation rate | 28.0% | 60.3%-32.4pp | 69.1%-41.1pp | 67.2%-39.2pp |
| Annual return | 65.44% | 31.89%+33.6pp | 360.94%-295.5pp | 1368.38%-1302.9pp |
| Employer contribution / active EE | $511 | $1,781-71.3% | $2,690-81.0% | $2,625-80.5% |
| Participant deferral / active EE | $940 | $3,071-69.4% | $4,259-77.9% | $4,348-78.4% |
| Admin fee / account holder | $2,226 | $2,238-0.5% | $6,418-65.3% | $1,944+14.5% |