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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 | $6,137 | $58,923-89.6% | $97,167-93.7% | $74,546-91.8% |
| Participation rate | 26.2% | 63.6%-37.4pp | 72.7%-46.5pp | 67.2%-41.0pp |
| Annual return | 16.43% | 16.04%+0.4pp | 75.27%-58.8pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $502 | $1,894-73.5% | $2,729-81.6% | $2,624-80.9% |
| Participant deferral / active EE | $1,014 | $3,664-72.3% | $4,264-76.2% | $4,347-76.7% |
| Admin fee / account holder | $370 | $1,974-81.2% | $5,650-93.4% | $1,944-80.9% |