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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 | $8,774 | $104,924-91.6% | $84,623-89.6% | $152,885-94.3% |
| Participation rate | 43.8% | 74.8%-31.1pp | 68.2%-24.5pp | 82.5%-38.7pp |
| Annual return | 17.84% | 373.82%-356.0pp | 258.77%-240.9pp | 345.39%-327.6pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $771 | $4,689-83.6% | $3,899-80.2% | $5,851-86.8% |
| Admin fee / account holder | $1,418 | $6,242-77.3% | $4,913-71.1% | $11,598-87.8% |