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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 | $17,249 | $85,766-79.9% | $136,297-87.3% | $70,124-75.4% |
| Participation rate | 53.0% | 74.2%-21.1pp | 81.9%-28.9pp | 69.5%-16.5pp |
| Annual return | 30.79% | 31.45%-0.7pp | 5156.19%-5125.4pp | 73.14%-42.4pp |
| Employer contribution / active EE | $1,169 | $2,966-60.6% | $4,696-75.1% | $2,342-50.1% |
| Participant deferral / active EE | $2,049 | $5,051-59.4% | $6,247-67.2% | $3,332-38.5% |
| Admin fee / account holder | $3,889 | $5,420-28.2% | $9,244-57.9% | $4,645-16.3% |