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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 | $17,879 | $102,385-82.5% | $147,080-87.8% | $80,935-77.9% |
| Participation rate | 30.0% | 75.9%-45.9pp | 82.2%-52.2pp | 67.7%-37.7pp |
| Annual return | 12.11% | 135.09%-123.0pp | 420.17%-408.1pp | 35.66%-23.6pp |
| Employer contribution / active EE | $969 | $3,717-73.9% | $4,933-80.4% | $2,757-64.9% |
| Participant deferral / active EE | $1,324 | $6,651-80.1% | $8,066-83.6% | $4,299-69.2% |
| Admin fee / account holder | $698 | $7,951-91.2% | $12,989-94.6% | $6,924-89.9% |