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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 | $7,511 | $65,575-88.5% | $86,209-91.3% | $75,181-90.0% |
| Participation rate | 33.3% | 60.5%-27.2pp | 69.0%-35.6pp | 67.2%-33.9pp |
| Annual return | 17.44% | 46.07%-28.6pp | 1169.05%-1151.6pp | 160.69%-143.2pp |
| Employer contribution / active EE | $459 | $1,553-70.5% | $2,381-80.7% | $2,671-82.8% |
| Participant deferral / active EE | $738 | $3,023-75.6% | $3,986-81.5% | $4,126-82.1% |
| Admin fee / account holder | $1,906 | $5,470-65.2% | $6,853-72.2% | $5,650-66.3% |