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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 | $106,524-90.5% | $152,301-93.3% | $87,485-88.4% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.4%-39.6pp | 68.9%-26.1pp |
| Annual return | 57.26% | 26.89%+30.4pp | 80.50%-23.2pp | 26.06%+31.2pp |
| Employer contribution / active EE | $837 | $3,371-75.2% | $4,624-81.9% | $2,596-67.8% |
| Participant deferral / active EE | $1,628 | $6,525-75.0% | $8,004-79.7% | $4,274-61.9% |
| Admin fee / account holder | $922 | $8,287-88.9% | $14,398-93.6% | $7,775-88.1% |