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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 | $5,127 | $100,938-94.9% | $90,461-94.3% | $158,982-96.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 8.57% | 1727.20%-1718.6pp | 1294.76%-1286.2pp | 302.99%-294.4pp |
| Employer contribution / active EE | $1,578 | $3,691-57.3% | $3,264-51.7% | $4,763-66.9% |
| Participant deferral / active EE | $462 | $4,350-89.4% | $3,964-88.3% | $5,983-92.3% |
| Admin fee / account holder | $3,241 | $6,510-50.2% | $5,617-42.3% | $11,252-71.2% |