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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 | $19,394 | $102,429-81.1% | $147,096-86.8% | $80,925-76.0% |
| Participation rate | 44.8% | 75.9%-31.0pp | 82.2%-37.4pp | 67.7%-22.8pp |
| Annual return | 13.90% | 135.02%-121.1pp | 419.75%-405.9pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,366 | $3,716-63.2% | $4,936-72.3% | $2,756-50.4% |
| Participant deferral / active EE | $2,192 | $6,649-67.0% | $8,071-72.8% | $4,299-49.0% |
| Admin fee / account holder | $1,710 | $7,957-78.5% | $13,005-86.9% | $6,940-75.4% |