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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 | $24,304 | $171,867-85.9% | $149,721-83.8% | $147,586-83.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 21.46% | 2113.36%-2091.9pp | 1501.67%-1480.2pp | 578.59%-557.1pp |
| Employer contribution / active EE | $1,495 | $6,275-76.2% | $5,444-72.5% | $4,876-69.3% |
| Participant deferral / active EE | $1,914 | $7,270-73.7% | $6,568-70.9% | $5,439-64.8% |
| Admin fee / account holder | $1,503 | $13,799-89.1% | $11,282-86.7% | $10,886-86.2% |