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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 | $12,621 | $166,242-92.4% | $165,071-92.4% | $145,884-91.3% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.8pp |
| Annual return | 18.99% | 100.44%-81.5pp | 70.17%-51.2pp | 551.85%-532.9pp |
| Employer contribution / active EE | $1,298 | $5,283-75.4% | $4,347-70.1% | $4,662-72.2% |
| Participant deferral / active EE | $1,676 | $6,964-75.9% | $6,035-72.2% | $6,690-75.0% |
| Admin fee / account holder | $1,719 | $16,658-89.7% | $12,695-86.5% | $13,392-87.2% |