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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 | $22,640 | $85,766-73.6% | $136,298-83.4% | $70,126-67.7% |
| Participation rate | 51.7% | 74.2%-22.4pp | 81.9%-30.2pp | 69.5%-17.8pp |
| Annual return | 20.21% | 31.46%-11.2pp | 5156.27%-5136.1pp | 73.15%-52.9pp |
| Employer contribution / active EE | $2,881 | $2,966-2.9% | $4,696-38.7% | $2,343+23.0% |
| Participant deferral / active EE | $1,752 | $5,051-65.3% | $6,247-71.9% | $3,332-47.4% |
| Admin fee / account holder | $953 | $5,421-82.4% | $9,244-89.7% | $4,645-79.5% |