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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 | $4,229 | $102,595-95.9% | $94,057-95.5% | $154,746-97.3% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 31.20% | 583.42%-552.2pp | 480.62%-449.4pp | 172.34%-141.1pp |
| Employer contribution / active EE | $635 | $3,147-79.8% | $2,933-78.4% | $4,379-85.5% |
| Participant deferral / active EE | $1,047 | $5,118-79.5% | $4,709-77.8% | $6,730-84.4% |
| Admin fee / account holder | $319 | $7,736-95.9% | $7,244-95.6% | $14,365-97.8% |