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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 | $8,595 | $55,470-84.5% | $155,556-94.5% | $74,478-88.5% |
| Participation rate | 19.6% | 61.9%-42.3pp | 78.2%-58.6pp | 67.2%-47.6pp |
| Annual return | 31.57% | 269.80%-238.2pp | 64.84%-33.3pp | 1370.56%-1339.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $675 | $2,838-76.2% | $5,631-88.0% | $4,350-84.5% |
| Admin fee / account holder | $474 | $1,744-72.8% | $15,885-97.0% | $1,946-75.7% |