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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 | $9,204 | $107,941-91.5% | $91,994-90.0% | $152,897-94.0% |
| Participation rate | 37.5% | 81.2%-43.7pp | 78.6%-41.1pp | 82.5%-45.0pp |
| Annual return | 22.93% | 89.28%-66.3pp | 69.04%-46.1pp | 345.43%-322.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,146 | $6,366-82.0% | $5,924-80.7% | $5,851-80.4% |
| Admin fee / account holder | $1,251 | $10,521-88.1% | $7,744-83.8% | $11,599-89.2% |