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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 | $13,732 | $107,941-87.3% | $91,994-85.1% | $152,909-91.0% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 35.31% | 89.28%-54.0pp | 69.04%-33.7pp | 345.46%-310.2pp |
| Employer contribution / active EE | $1,079 | $4,212-74.4% | $3,453-68.8% | $4,764-77.4% |
| Participant deferral / active EE | $1,397 | $6,366-78.0% | $5,924-76.4% | $5,851-76.1% |
| Admin fee / account holder | $341 | $10,521-96.8% | $7,744-95.6% | $11,601-97.1% |