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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 | $9,569 | $101,499-90.6% | $147,005-93.5% | $74,546-87.2% |
| Participation rate | 56.2% | 75.5%-19.3pp | 82.2%-26.0pp | 67.2%-11.0pp |
| Annual return | 43.71% | 8732.34%-8688.6pp | 418.76%-375.1pp | 1366.03%-1322.3pp |
| Employer contribution / active EE | $1,094 | $3,811-71.3% | $4,934-77.8% | $2,624-58.3% |
| Participant deferral / active EE | $2,030 | $7,304-72.2% | $8,070-74.8% | $4,347-53.3% |
| Admin fee / account holder | $589 | $1,748-66.3% | $13,006-95.5% | $1,944-69.7% |