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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 | $11,321 | $59,448-81.0% | $93,696-87.9% | $74,459-84.8% |
| Participation rate | 23.3% | 59.6%-36.3pp | 68.7%-45.4pp | 67.2%-43.9pp |
| Annual return | 14.52% | 82.11%-67.6pp | 133.74%-119.2pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $456 | $1,266-64.0% | $2,422-81.2% | $2,626-82.6% |
| Participant deferral / active EE | $622 | $3,052-79.6% | $4,417-85.9% | $4,350-85.7% |
| Admin fee / account holder | $1,699 | $3,027-43.9% | $8,287-79.5% | $1,945-12.6% |