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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 | $1,666 | $29,736-94.4% | $56,033-97.0% | $80,935-97.9% |
| Participation rate | 11.9% | 41.7%-29.8pp | 52.5%-40.6pp | 67.7%-55.8pp |
| Annual return | 30.31% | 35.28%-5.0pp | 1711.38%-1681.1pp | 35.66%-5.3pp |
| Employer contribution / active EE | $110 | $671-83.6% | $1,041-89.4% | $2,757-96.0% |
| Participant deferral / active EE | $159 | $1,228-87.0% | $1,954-91.9% | $4,299-96.3% |
| Admin fee / account holder | $305 | $2,434-87.5% | $2,827-89.2% | $6,924-95.6% |