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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 | $8,476 | $102,385-91.7% | $147,080-94.2% | $80,935-89.5% |
| Participation rate | 52.6% | 75.9%-23.2pp | 82.2%-29.6pp | 67.7%-15.0pp |
| Annual return | 16.11% | 135.09%-119.0pp | 420.17%-404.1pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,391 | $3,717-62.6% | $4,933-71.8% | $2,757-49.6% |
| Participant deferral / active EE | $1,814 | $6,651-72.7% | $8,066-77.5% | $4,299-57.8% |
| Admin fee / account holder | $650 | $7,951-91.8% | $12,989-95.0% | $6,924-90.6% |