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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 | $8,161 | $183,539-95.6% | $155,556-94.8% | $145,897-94.4% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 14.90% | 61.31%-46.4pp | 64.84%-49.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,067 | $5,315-79.9% | $4,675-77.2% | $4,663-77.1% |
| Participant deferral / active EE | $1,713 | $6,467-73.5% | $5,631-69.6% | $6,689-74.4% |
| Admin fee / account holder | $4,352 | $19,275-77.4% | $15,885-72.6% | $13,390-67.5% |