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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 | $21,173 | $91,537-76.9% | $130,045-83.7% | $75,173-71.8% |
| Participation rate | 28.6% | 71.5%-42.9pp | 78.5%-49.9pp | 67.2%-38.6pp |
| Annual return | 43.93% | -631.55%+675.5pp | -137.30%+181.2pp | 160.72%-116.8pp |
| Employer contribution / active EE | $880 | $2,845-69.1% | $4,321-79.6% | $2,671-67.1% |
| Participant deferral / active EE | $1,103 | $4,343-74.6% | $5,820-81.0% | $4,126-73.3% |
| Admin fee / account holder | $1,328 | $6,780-80.4% | $10,600-87.5% | $5,651-76.5% |