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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 | $13,275 | $101,672-86.9% | $147,117-91.0% | $74,478-82.2% |
| Participation rate | 61.8% | 75.5%-13.7pp | 82.2%-20.4pp | 67.2%-5.4pp |
| Annual return | 18.35% | 8757.83%-8739.5pp | 420.54%-402.2pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $1,606 | $3,813-57.9% | $4,932-67.4% | $2,626-38.8% |
| Participant deferral / active EE | $2,720 | $7,305-62.8% | $8,065-66.3% | $4,350-37.5% |
| Admin fee / account holder | $1,124 | $1,753-35.9% | $12,993-91.4% | $1,946-42.2% |