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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 | $25,407 | $289,211-91.2% | $260,467-90.2% | $198,609-87.2% |
| Participation rate | 57.9% | 83.1%-25.2pp | 80.5%-22.6pp | 82.4%-24.5pp |
| Annual return | 14.63% | 112.90%-98.3pp | 100.60%-86.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $877 | $4,663-81.2% | $4,239-79.3% | $5,055-82.7% |
| Participant deferral / active EE | $1,369 | $6,812-79.9% | $6,319-78.3% | $6,977-80.4% |
| Admin fee / account holder | $6,413 | $16,236-60.5% | $15,461-58.5% | $19,030-66.3% |