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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 | $9,315 | $166,131-94.4% | $164,975-94.4% | $145,877-93.6% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.6%-64.3pp | 80.3%-66.0pp |
| Annual return | 11.83% | 100.37%-88.5pp | 70.12%-58.3pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,801 | $5,276-65.9% | $4,343-58.5% | $4,663-61.4% |
| Participant deferral / active EE | $1,825 | $6,962-73.8% | $6,033-69.8% | $6,691-72.7% |
| Admin fee / account holder | $447 | $16,648-97.3% | $12,688-96.5% | $13,402-96.7% |