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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 | $11,139 | $89,364-87.5% | $141,177-92.1% | $72,983-84.7% |
| Participation rate | 19.6% | 75.1%-55.6pp | 82.5%-62.9pp | 69.5%-49.9pp |
| Annual return | 46.85% | 111.86%-65.0pp | 71.40%-24.6pp | 81.01%-34.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $767 | $5,419-85.8% | $6,710-88.6% | $3,608-78.7% |
| Admin fee / account holder | $540 | $5,959-90.9% | $10,263-94.7% | $5,124-89.5% |