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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 | $13,714 | $211,288-93.5% | $178,540-92.3% | $145,884-90.6% |
| Participation rate | 7.1% | 80.8%-73.7pp | 77.1%-70.0pp | 80.3%-73.2pp |
| Annual return | 9.24% | 30.27%-21.0pp | 27.15%-17.9pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $299 | $6,967-95.7% | $6,281-95.2% | $6,690-95.5% |
| Admin fee / account holder | $351 | $12,105-97.1% | $10,424-96.6% | $13,392-97.4% |