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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 | $3,106 | $84,953-96.3% | $163,379-98.1% | $82,637-96.2% |
| Participation rate | 68.0% | 65.9%+2.1pp | 76.8%-8.8pp | 68.1%-0.1pp |
| Annual return | 678.13% | 23.07%+655.1pp | 63.41%+614.7pp | 53.51%+624.6pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,226 | $4,326-71.7% | $6,282-80.5% | $4,126-70.3% |
| Admin fee / account holder | $554 | $7,921-93.0% | $9,818-94.4% | $7,339-92.5% |