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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 | $23,468 | $102,385-77.1% | $147,080-84.0% | $80,935-71.0% |
| Participation rate | 60.6% | 75.9%-15.3pp | 82.2%-21.6pp | 67.7%-7.1pp |
| Annual return | 14.77% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,187 | $3,717-68.1% | $4,933-75.9% | $2,757-56.9% |
| Participant deferral / active EE | $1,723 | $6,651-74.1% | $8,066-78.6% | $4,299-59.9% |
| Admin fee / account holder | $6,664 | $7,951-16.2% | $12,989-48.7% | $6,924-3.8% |