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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 | $13,721 | $59,456-76.9% | $93,681-85.4% | $74,400-81.6% |
| Participation rate | 16.8% | 59.6%-42.8pp | 68.7%-51.9pp | 67.2%-50.4pp |
| Annual return | 12.08% | 82.00%-69.9pp | 133.47%-121.4pp | 1367.51%-1355.4pp |
| Employer contribution / active EE | $372 | $1,266-70.6% | $2,422-84.7% | $2,624-85.8% |
| Participant deferral / active EE | $514 | $3,052-83.1% | $4,415-88.3% | $4,348-88.2% |
| Admin fee / account holder | $1,678 | $3,026-44.6% | $8,290-79.8% | $1,944-13.7% |