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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 | $18,474 | $102,422-82.0% | $147,117-87.4% | $80,959-77.2% |
| Participation rate | 62.8% | 75.9%-13.1pp | 82.2%-19.4pp | 67.7%-4.9pp |
| Annual return | 94.23% | 135.16%-40.9pp | 420.54%-326.3pp | 35.67%+58.6pp |
| Employer contribution / active EE | $1,760 | $3,717-52.7% | $4,932-64.3% | $2,757-36.2% |
| Participant deferral / active EE | $2,417 | $6,652-63.7% | $8,065-70.0% | $4,300-43.8% |
| Admin fee / account holder | $1,664 | $7,953-79.1% | $12,993-87.2% | $6,925-76.0% |