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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 | $15,631 | $106,749-85.4% | $145,433-89.3% | $82,448-81.0% |
| Participation rate | 41.9% | 75.6%-33.7pp | 82.1%-40.2pp | 68.1%-26.1pp |
| Annual return | 344.02% | 27.59%+316.4pp | 66.58%+277.4pp | 41.64%+302.4pp |
| Employer contribution / active EE | $844 | $3,444-75.5% | $4,554-81.5% | $2,551-66.9% |
| Participant deferral / active EE | $1,688 | $6,519-74.1% | $7,897-78.6% | $4,139-59.2% |
| Admin fee / account holder | $337 | $8,390-96.0% | $13,129-97.4% | $7,234-95.3% |