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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 | $1,491 | $108,882-98.6% | $96,754-98.5% | $154,746-99.0% |
| Participation rate | 68.8% | 75.1%-6.3pp | 70.3%-1.5pp | 80.7%-12.0pp |
| Annual return | 26.34% | 98.39%-72.0pp | 82.04%-55.7pp | 172.34%-146.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,002 | $5,323-81.2% | $4,758-78.9% | $6,730-85.1% |
| Admin fee / account holder | $482 | $10,200-95.3% | $8,905-94.6% | $14,365-96.6% |