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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 | $29,699 | $202,342-85.3% | $172,752-82.8% | $152,897-80.6% |
| Participation rate | 21.4% | 87.1%-65.6pp | 82.6%-61.2pp | 82.5%-61.0pp |
| Annual return | 16.21% | 1029.83%-1013.6pp | 802.97%-786.8pp | 345.43%-329.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,214 | $5,948-79.6% | $5,198-76.7% | $5,851-79.3% |
| Admin fee / account holder | $540 | $17,111-96.8% | $13,955-96.1% | $11,599-95.3% |