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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 | $21,629 | $59,456-63.6% | $93,669-76.9% | $74,429-70.9% |
| Participation rate | 50.3% | 59.6%-9.3pp | 68.7%-18.4pp | 67.2%-16.9pp |
| Annual return | 11.84% | 82.00%-70.2pp | 133.59%-121.7pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $688 | $1,266-45.6% | $2,424-71.6% | $2,625-73.8% |
| Participant deferral / active EE | $984 | $3,052-67.7% | $4,416-77.7% | $4,348-77.4% |
| Admin fee / account holder | $993 | $3,026-67.2% | $8,291-88.0% | $1,944-48.9% |