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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 | $11,449 | $102,393-88.8% | $147,041-92.2% | $80,911-85.8% |
| Participation rate | 11.6% | 75.9%-64.2pp | 82.2%-70.5pp | 67.6%-56.0pp |
| Annual return | 22.61% | 134.95%-112.3pp | 419.21%-396.6pp | 35.63%-13.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,310 | $6,647-80.3% | $8,071-83.8% | $4,297-69.5% |
| Admin fee / account holder | $6,636 | $7,943-16.5% | $13,006-49.0% | $6,935-4.3% |