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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 | $17,868 | $209,428-91.5% | $178,498-90.0% | $158,950-88.8% |
| Participation rate | 68.8% | 86.4%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 9.78% | 188.78%-179.0pp | 151.09%-141.3pp | 302.91%-293.1pp |
| Employer contribution / active EE | $2,064 | $5,707-63.8% | $5,011-58.8% | $4,762-56.6% |
| Participant deferral / active EE | $1,119 | $5,955-81.2% | $5,202-78.5% | $5,983-81.3% |
| Admin fee / account holder | $1,378 | $17,077-91.9% | $13,985-90.2% | $11,248-87.8% |