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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 | $10,860 | $108,897-90.0% | $100,378-89.2% | $145,877-92.6% |
| Participation rate | 36.4% | 83.0%-46.6pp | 81.5%-45.1pp | 80.3%-43.9pp |
| Annual return | 11.93% | 58.17%-46.2pp | 49.41%-37.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $933 | $4,420-78.9% | $3,942-76.3% | $4,663-80.0% |
| Participant deferral / active EE | $1,274 | $8,455-84.9% | $8,087-84.3% | $6,691-81.0% |
| Admin fee / account holder | $2,183 | $9,690-77.5% | $7,899-72.4% | $13,402-83.7% |