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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 | $10,979 | $96,731-88.7% | $123,973-91.1% | $86,983-87.4% |
| Participation rate | 33.3% | 70.0%-36.7pp | 76.7%-43.3pp | 69.5%-36.2pp |
| Annual return | 573.50% | 17.33%+556.2pp | 388.13%+185.4pp | 25.83%+547.7pp |
| Employer contribution / active EE | $4,238 | $3,297+28.5% | $4,126+2.7% | $2,584+64.0% |
| Participant deferral / active EE | $1,138 | $4,152-72.6% | $5,247-78.3% | $4,194-72.9% |
| Admin fee / account holder | $941 | $8,722-89.2% | $11,799-92.0% | $7,856-88.0% |