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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 | $7,484 | $95,406-92.2% | $185,849-96.0% | $85,847-91.3% |
| Participation rate | 39.3% | 68.8%-29.5pp | 81.7%-42.4pp | 69.3%-30.0pp |
| Annual return | 17.71% | 23.59%-5.9pp | 122.10%-104.4pp | 318.61%-300.9pp |
| Employer contribution / active EE | $511 | $3,314-84.6% | $5,169-90.1% | $2,565-80.1% |
| Participant deferral / active EE | $773 | $3,424-77.4% | $5,569-86.1% | $3,952-80.5% |
| Admin fee / account holder | $470 | $7,214-93.5% | $16,244-97.1% | $6,261-92.5% |