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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 | $18,834 | $102,429-81.6% | $147,096-87.2% | $80,925-76.7% |
| Participation rate | 35.7% | 75.9%-40.1pp | 82.2%-46.5pp | 67.7%-31.9pp |
| Annual return | 20.98% | 135.02%-114.0pp | 419.75%-398.8pp | 35.65%-14.7pp |
| Employer contribution / active EE | $1,979 | $3,716-46.7% | $4,936-59.9% | $2,756-28.2% |
| Participant deferral / active EE | $2,000 | $6,649-69.9% | $8,071-75.2% | $4,299-53.5% |
| Admin fee / account holder | $2,378 | $7,957-70.1% | $13,005-81.7% | $6,940-65.7% |