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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 | $9,511 | $85,766-88.9% | $136,298-93.0% | $70,126-86.4% |
| Participation rate | 41.0% | 74.2%-33.1pp | 81.9%-40.9pp | 69.5%-28.5pp |
| Annual return | 17.05% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,579 | $2,966-46.7% | $4,696-66.4% | $2,343-32.6% |
| Participant deferral / active EE | $1,497 | $5,051-70.4% | $6,247-76.0% | $3,332-55.1% |
| Admin fee / account holder | $3,960 | $5,421-26.9% | $9,244-57.2% | $4,645-14.7% |