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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 | $18,462 | $85,766-78.5% | $136,298-86.5% | $70,126-73.7% |
| Participation rate | 27.8% | 74.2%-46.4pp | 81.9%-54.1pp | 69.5%-41.8pp |
| Annual return | 20.81% | 31.46%-10.6pp | 5156.27%-5135.5pp | 73.15%-52.3pp |
| Employer contribution / active EE | $709 | $2,966-76.1% | $4,696-84.9% | $2,343-69.7% |
| Participant deferral / active EE | $1,101 | $5,051-78.2% | $6,247-82.4% | $3,332-67.0% |
| Admin fee / account holder | $1,038 | $5,421-80.8% | $9,244-88.8% | $4,645-77.6% |