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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 | $2,177 | $68,097-96.8% | $62,929-96.5% | $137,256-98.4% |
| Participation rate | 68.8% | 77.4%-8.7pp | 73.1%-4.4pp | 80.0%-11.2pp |
| Annual return | 20.92% | 1859.11%-1838.2pp | 1063.93%-1043.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $332 | $2,811-88.2% | $2,505-86.7% | $4,156-92.0% |
| Participant deferral / active EE | $449 | $4,553-90.1% | $3,888-88.5% | $6,407-93.0% |
| Admin fee / account holder | $473 | $6,521-92.7% | $5,065-90.7% | $12,270-96.1% |