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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 | $20,211 | $138,075-85.4% | $123,552-83.6% | $135,379-85.1% |
| Participation rate | 65.0% | 84.7%-19.7pp | 82.3%-17.3pp | 82.6%-17.6pp |
| Annual return | -6.31% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $1,014 | $5,152-80.3% | $4,628-78.1% | $4,779-78.8% |
| Participant deferral / active EE | $1,787 | $6,800-73.7% | $6,426-72.2% | $5,609-68.1% |
| Admin fee / account holder | $3,620 | $10,917-66.8% | $9,285-61.0% | $10,828-66.6% |