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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 | $3,846 | $81,643-95.3% | $70,462-94.5% | $158,950-97.6% |
| Participation rate | 23.8% | 77.7%-53.9pp | 75.1%-51.3pp | 82.0%-58.2pp |
| Annual return | 113.00% | 208.51%-95.5pp | 109.08%+3.9pp | 302.91%-189.9pp |
| Employer contribution / active EE | $389 | $3,218-87.9% | $2,737-85.8% | $4,762-91.8% |
| Participant deferral / active EE | $542 | $4,555-88.1% | $3,710-85.4% | $5,983-90.9% |
| Admin fee / account holder | $731 | $6,194-88.2% | $3,845-81.0% | $11,248-93.5% |