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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 | $14,808 | $61,172-75.8% | $185,851-92.0% | $79,389-81.3% |
| Participation rate | 24.4% | 66.6%-42.2pp | 81.7%-57.3pp | 70.7%-46.3pp |
| Annual return | 232.62% | 19.45%+213.2pp | 122.11%+110.5pp | 116.89%+115.7pp |
| Employer contribution / active EE | $569 | $2,321-75.5% | $5,168-89.0% | $2,428-76.6% |
| Participant deferral / active EE | $872 | $2,788-68.7% | $5,569-84.3% | $4,046-78.4% |
| Admin fee / account holder | $1,007 | $710+41.8% | $16,245-93.8% | $626+60.7% |