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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 | $8,766 | $85,766-89.8% | $136,298-93.6% | $70,126-87.5% |
| Participation rate | 55.6% | 74.2%-18.6pp | 81.9%-26.4pp | 69.5%-14.0pp |
| Annual return | 22.34% | 31.46%-9.1pp | 5156.27%-5133.9pp | 73.15%-50.8pp |
| Employer contribution / active EE | $1,039 | $2,966-65.0% | $4,696-77.9% | $2,343-55.6% |
| Participant deferral / active EE | $1,346 | $5,051-73.4% | $6,247-78.5% | $3,332-59.6% |
| Admin fee / account holder | $971 | $5,421-82.1% | $9,244-89.5% | $4,645-79.1% |