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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 | $8,717 | $100,911-91.4% | $90,440-90.4% | $158,966-94.5% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.7%-42.7pp | 82.0%-52.0pp |
| Annual return | 10.69% | 1726.62%-1715.9pp | 1294.38%-1283.7pp | 302.95%-292.3pp |
| Employer contribution / active EE | $531 | $3,690-85.6% | $3,263-83.7% | $4,762-88.9% |
| Participant deferral / active EE | $531 | $4,348-87.8% | $3,964-86.6% | $5,983-91.1% |
| Admin fee / account holder | $2,002 | $6,507-69.2% | $5,615-64.3% | $11,250-82.2% |