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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 | $8,759 | $180,466-95.1% | $154,114-94.3% | $135,382-93.5% |
| Participation rate | 52.6% | 87.4%-34.8pp | 83.0%-30.4pp | 82.6%-30.0pp |
| Annual return | -7.42% | 888.15%-895.6pp | 735.16%-742.6pp | 519.77%-527.2pp |
| Employer contribution / active EE | $2,128 | $6,035-64.7% | $5,298-59.8% | $4,779-55.5% |
| Participant deferral / active EE | $1,934 | $5,806-66.7% | $5,081-61.9% | $5,609-65.5% |
| Admin fee / account holder | $1,837 | $16,144-88.6% | $13,411-86.3% | $10,829-83.0% |