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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 | $54,690-84.3% | $76,030-88.7% | $74,478-88.5% |
| Participation rate | 28.0% | 60.3%-32.4pp | 69.1%-41.1pp | 67.2%-39.3pp |
| Annual return | 65.44% | 31.92%+33.5pp | 361.54%-296.1pp | 1370.56%-1305.1pp |
| Employer contribution / active EE | $511 | $1,781-71.3% | $2,688-81.0% | $2,626-80.6% |
| Participant deferral / active EE | $940 | $3,070-69.4% | $4,257-77.9% | $4,350-78.4% |
| Admin fee / account holder | $2,226 | $2,240-0.6% | $6,421-65.3% | $1,946+14.4% |