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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 | $1,600 | $76,407-97.9% | $150,298-98.9% | $82,448-98.1% |
| Participation rate | 52.0% | 66.4%-14.4pp | 77.8%-25.8pp | 68.1%-16.1pp |
| Annual return | 90.47% | 39.99%+50.5pp | 62.79%+27.7pp | 41.64%+48.8pp |
| Employer contribution / active EE | $511 | $2,614-80.5% | $4,154-87.7% | $2,551-80.0% |
| Participant deferral / active EE | $578 | $3,214-82.0% | $5,453-89.4% | $4,139-86.0% |
| Admin fee / account holder | $816 | $6,352-87.2% | $14,116-94.2% | $7,234-88.7% |