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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 | $14,279 | $68,398-79.1% | $94,664-84.9% | $75,173-81.0% |
| Participation rate | 15.6% | 76.1%-60.5pp | 80.8%-65.2pp | 67.2%-51.6pp |
| Annual return | 21.57% | 616.72%-595.1pp | 156.84%-135.3pp | 160.72%-139.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,004 | $6,537-84.6% | $7,417-86.5% | $4,126-75.7% |
| Admin fee / account holder | $3,952 | $5,324-25.8% | $7,222-45.3% | $5,651-30.1% |