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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 | $8,567 | $150,447-94.3% | $136,298-93.7% | $147,586-94.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.31% | 1049.15%-1035.8pp | 5156.27%-5143.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,110 | $5,256-78.9% | $4,696-76.4% | $4,876-77.2% |
| Participant deferral / active EE | $1,204 | $6,631-81.8% | $6,247-80.7% | $5,439-77.9% |
| Admin fee / account holder | $1,392 | $10,906-87.2% | $9,244-84.9% | $10,886-87.2% |