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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 | $59,467-63.6% | $93,727-76.9% | $74,478-71.0% |
| Participation rate | 50.3% | 59.6%-9.3pp | 68.7%-18.4pp | 67.2%-16.9pp |
| Annual return | 11.84% | 82.14%-70.3pp | 133.83%-122.0pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $688 | $1,267-45.7% | $2,421-71.6% | $2,626-73.8% |
| Participant deferral / active EE | $984 | $3,052-67.7% | $4,417-77.7% | $4,350-77.4% |
| Admin fee / account holder | $993 | $3,028-67.2% | $8,292-88.0% | $1,946-48.9% |