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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 | $16,093 | $183,988-91.3% | $162,177-90.1% | $152,897-89.5% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.6%-18.8pp | 82.5%-13.7pp |
| Annual return | 19.95% | 150.79%-130.8pp | 115.60%-95.7pp | 345.43%-325.5pp |
| Employer contribution / active EE | $1,611 | $6,370-74.7% | $5,613-71.3% | $4,764-66.2% |
| Participant deferral / active EE | $2,131 | $8,032-73.5% | $7,297-70.8% | $5,851-63.6% |
| Admin fee / account holder | $306 | $13,123-97.7% | $10,843-97.2% | $11,599-97.4% |