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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 | $10,269 | $66,180-84.5% | $118,746-91.4% | $62,293-83.5% |
| Participation rate | 42.9% | 71.3%-28.4pp | 78.3%-35.4pp | 69.5%-26.7pp |
| Annual return | 387.50% | 60.89%+326.6pp | 24.54%+363.0pp | 28.90%+358.6pp |
| Employer contribution / active EE | $782 | $3,183-75.4% | $4,193-81.3% | $2,042-61.7% |
| Participant deferral / active EE | $1,207 | $4,247-71.6% | $5,332-77.4% | $3,169-61.9% |
| Admin fee / account holder | $363 | $753-51.9% | $10,720-96.6% | $479-24.4% |