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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 | $8,392 | $129,959-93.5% | $104,301-92.0% | $134,532-93.8% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | 107.17% | 42.04%+65.1pp | 24.61%+82.6pp | 418.27%-311.1pp |
| Employer contribution / active EE | $746 | $4,185-82.2% | $3,373-77.9% | $4,741-84.3% |
| Participant deferral / active EE | $1,067 | $5,589-80.9% | $4,626-76.9% | $6,401-83.3% |
| Admin fee / account holder | $417 | $9,325-95.5% | $7,340-94.3% | $11,429-96.3% |