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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 | $21,627 | $150,446-85.6% | $136,297-84.1% | $147,585-85.3% |
| Participation rate | 36.4% | 84.4%-48.1pp | 81.9%-45.6pp | 82.8%-46.5pp |
| Annual return | 23.26% | 1049.14%-1025.9pp | 5156.19%-5132.9pp | 578.58%-555.3pp |
| Employer contribution / active EE | $980 | $5,256-81.4% | $4,696-79.1% | $4,876-79.9% |
| Participant deferral / active EE | $1,795 | $6,631-72.9% | $6,247-71.3% | $5,439-67.0% |
| Admin fee / account holder | $605 | $10,906-94.4% | $9,244-93.5% | $10,886-94.4% |