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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 | $12,433 | $78,607-84.2% | $105,624-88.2% | $74,478-83.3% |
| Participation rate | 33.2% | 72.8%-39.6pp | 75.3%-42.1pp | 67.2%-34.1pp |
| Annual return | 20.93% | 15.96%+5.0pp | 116.20%-95.3pp | 1370.56%-1349.6pp |
| Employer contribution / active EE | $766 | $2,523-69.6% | $3,168-75.8% | $2,626-70.8% |
| Participant deferral / active EE | $1,634 | $4,325-62.2% | $5,013-67.4% | $4,350-62.4% |
| Admin fee / account holder | $1,051 | $2,220-52.7% | $10,961-90.4% | $1,946-46.0% |