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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 | $2,650 | $88,815-97.0% | $81,882-96.8% | $145,897-98.2% |
| Participation rate | 52.9% | 75.1%-22.1pp | 72.4%-19.4pp | 80.3%-27.4pp |
| Annual return | 24.87% | 1033.75%-1008.9pp | 779.47%-754.6pp | 552.29%-527.4pp |
| Employer contribution / active EE | $537 | $3,086-82.6% | $2,916-81.6% | $4,663-88.5% |
| Participant deferral / active EE | $607 | $4,647-86.9% | $4,323-86.0% | $6,689-90.9% |
| Admin fee / account holder | $375 | $8,434-95.5% | $7,360-94.9% | $13,390-97.2% |