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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 | $13,738 | $102,429-86.6% | $147,096-90.7% | $80,925-83.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 16.40% | 135.02%-118.6pp | 419.75%-403.4pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,252 | $3,716-66.3% | $4,936-74.6% | $2,756-54.6% |
| Participant deferral / active EE | $1,777 | $6,649-73.3% | $8,071-78.0% | $4,299-58.7% |
| Admin fee / account holder | $2,646 | $7,957-66.7% | $13,005-79.7% | $6,940-61.9% |