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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 | $10,178 | $102,382-90.1% | $147,005-93.1% | $80,874-87.4% |
| Participation rate | 63.0% | 75.8%-12.9pp | 82.2%-19.2pp | 67.6%-4.7pp |
| Annual return | 13.27% | 134.89%-121.6pp | 418.76%-405.5pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,119 | $3,715-69.9% | $4,934-77.3% | $2,756-59.4% |
| Participant deferral / active EE | $1,979 | $6,646-70.2% | $8,070-75.5% | $4,297-53.9% |
| Admin fee / account holder | $857 | $7,942-89.2% | $13,006-93.4% | $6,935-87.6% |