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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 | $7,685 | $45,687-83.2% | $67,834-88.7% | - |
| Participation rate | 26.3% | 59.9%-33.7pp | 68.8%-42.5pp | - |
| Annual return | 668.80% | 24.25%+644.6pp | 138.47%+530.3pp | - |
| Employer contribution / active EE | $283 | $851-66.7% | $2,403-88.2% | - |
| Participant deferral / active EE | $821 | $1,936-57.6% | $3,160-74.0% | - |
| Admin fee / account holder | $413 | $7,721-94.6% | $4,622-91.1% | - |