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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 | $10,155 | $80,753-87.4% | $136,298-92.5% | $62,293-83.7% |
| Participation rate | 44.0% | 73.5%-29.5pp | 81.9%-37.9pp | 69.5%-25.5pp |
| Annual return | 79.64% | 35.83%+43.8pp | 5156.27%-5076.6pp | 28.90%+50.7pp |
| Employer contribution / active EE | $1,046 | $2,884-63.7% | $4,696-77.7% | $2,042-48.8% |
| Participant deferral / active EE | $2,209 | $5,164-57.2% | $6,247-64.6% | $3,169-30.3% |
| Admin fee / account holder | $1,266 | $525+140.9% | $9,244-86.3% | $479+164.1% |