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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 | $1,503 | $29,733-94.9% | $56,025-97.3% | $80,959-98.1% |
| Participation rate | 30.4% | 41.7%-11.3pp | 52.5%-22.1pp | 67.7%-37.2pp |
| Annual return | 15.25% | 35.28%-20.0pp | 1712.69%-1697.4pp | 35.67%-20.4pp |
| Employer contribution / active EE | $149 | $672-77.9% | $1,042-85.7% | $2,757-94.6% |
| Participant deferral / active EE | $199 | $1,229-83.8% | $1,955-89.8% | $4,300-95.4% |
| Admin fee / account holder | $326 | $2,434-86.6% | $2,828-88.5% | $6,925-95.3% |