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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 | $3,669 | $107,944-96.6% | $91,994-96.0% | $152,885-97.6% |
| Participation rate | 47.8% | 81.2%-33.4pp | 78.6%-30.8pp | 82.5%-34.6pp |
| Annual return | 32.71% | 89.26%-56.6pp | 69.03%-36.3pp | 345.39%-312.7pp |
| Employer contribution / active EE | $406 | $4,210-90.4% | $3,452-88.2% | $4,763-91.5% |
| Participant deferral / active EE | $1,171 | $6,365-81.6% | $5,923-80.2% | $5,851-80.0% |
| Admin fee / account holder | $501 | $10,521-95.2% | $7,743-93.5% | $11,598-95.7% |