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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 | $12,749 | $85,766-85.1% | $136,298-90.6% | $70,126-81.8% |
| Participation rate | 22.2% | 74.2%-51.9pp | 81.9%-59.7pp | 69.5%-47.3pp |
| Annual return | 34.70% | 31.46%+3.2pp | 5156.27%-5121.6pp | 73.15%-38.4pp |
| Employer contribution / active EE | $797 | $2,966-73.1% | $4,696-83.0% | $2,343-66.0% |
| Participant deferral / active EE | $1,304 | $5,051-74.2% | $6,247-79.1% | $3,332-60.9% |
| Admin fee / account holder | $325 | $5,421-94.0% | $9,244-96.5% | $4,645-93.0% |