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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 | $16,883 | $102,393-83.5% | $147,041-88.5% | $80,911-79.1% |
| Participation rate | 46.4% | 75.9%-29.4pp | 82.2%-35.7pp | 67.6%-21.2pp |
| Annual return | 16.26% | 134.95%-118.7pp | 419.21%-402.9pp | 35.63%-19.4pp |
| Employer contribution / active EE | $1,571 | $3,715-57.7% | $4,935-68.2% | $2,756-43.0% |
| Participant deferral / active EE | $2,506 | $6,647-62.3% | $8,071-68.9% | $4,297-41.7% |
| Admin fee / account holder | $2,969 | $7,943-62.6% | $13,006-77.2% | $6,935-57.2% |