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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 | $3,083 | $99,995-96.9% | $85,063-96.4% | $145,978-97.9% |
| Participation rate | 55.0% | 74.1%-19.1pp | 67.5%-12.5pp | 80.3%-25.3pp |
| Annual return | 21.55% | 83.99%-62.4pp | 66.54%-45.0pp | 550.52%-529.0pp |
| Employer contribution / active EE | $623 | $3,231-80.7% | $2,727-77.2% | $4,662-86.6% |
| Participant deferral / active EE | $724 | $5,295-86.3% | $4,523-84.0% | $6,690-89.2% |
| Admin fee / account holder | $423 | $7,255-94.2% | $6,155-93.1% | $13,400-96.8% |