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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 | $91,086-96.6% | $203,872-98.5% | $86,983-96.4% |
| Participation rate | 68.0% | 65.8%+2.2pp | 77.8%-9.8pp | 69.5%-1.5pp |
| Annual return | 678.13% | 22.30%+655.8pp | 85.11%+593.0pp | 25.83%+652.3pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,226 | $4,019-69.5% | $6,388-80.8% | $4,194-70.8% |
| Admin fee / account holder | $554 | $8,987-93.8% | $11,730-95.3% | $7,856-93.0% |