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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 | $9,758 | $85,171-88.5% | $172,753-94.4% | $72,976-86.6% |
| Participation rate | 42.1% | 70.1%-28.0pp | 82.6%-40.5pp | 69.5%-27.4pp |
| Annual return | 50.08% | 27.32%+22.8pp | 803.00%-752.9pp | 81.02%-30.9pp |
| Employer contribution / active EE | $598 | $3,324-82.0% | $5,144-88.4% | $2,440-75.5% |
| Participant deferral / active EE | $729 | $3,260-77.6% | $5,198-86.0% | $3,608-79.8% |
| Admin fee / account holder | $1,380 | $5,880-76.5% | $13,956-90.1% | $5,124-73.1% |