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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 | $10,139 | $107,421-90.6% | $182,262-94.4% | $94,015-89.2% |
| Participation rate | 42.9% | 77.8%-34.9pp | 84.2%-41.4pp | 70.8%-28.0pp |
| Annual return | 57.26% | 21.32%+35.9pp | 140.60%-83.3pp | 17.84%+39.4pp |
| Employer contribution / active EE | $837 | $3,448-75.7% | $5,046-83.4% | $2,790-70.0% |
| Participant deferral / active EE | $1,628 | $6,558-75.2% | $8,276-80.3% | $4,249-61.7% |
| Admin fee / account holder | $922 | $8,692-89.4% | $16,712-94.5% | $8,951-89.7% |