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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 | $16,000 | $102,422-84.4% | $147,117-89.1% | $80,959-80.2% |
| Participation rate | 39.0% | 75.9%-36.8pp | 82.2%-43.2pp | 67.7%-28.6pp |
| Annual return | 37.09% | 135.16%-98.1pp | 420.54%-383.5pp | 35.67%+1.4pp |
| Employer contribution / active EE | $1,003 | $3,717-73.0% | $4,932-79.7% | $2,757-63.6% |
| Participant deferral / active EE | $2,254 | $6,652-66.1% | $8,065-72.1% | $4,300-47.6% |
| Admin fee / account holder | $751 | $7,953-90.6% | $12,993-94.2% | $6,925-89.2% |