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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 | $18,613 | $85,766-78.3% | $136,298-86.3% | $70,126-73.5% |
| Participation rate | 51.1% | 74.2%-23.1pp | 81.9%-30.9pp | 69.5%-18.5pp |
| Annual return | 27.10% | 31.46%-4.4pp | 5156.27%-5129.2pp | 73.15%-46.0pp |
| Employer contribution / active EE | $704 | $2,966-76.2% | $4,696-85.0% | $2,343-69.9% |
| Participant deferral / active EE | $1,449 | $5,051-71.3% | $6,247-76.8% | $3,332-56.5% |
| Admin fee / account holder | $2,564 | $5,421-52.7% | $9,244-72.3% | $4,645-44.8% |