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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 | $9,443 | $166,268-94.3% | $165,100-94.3% | $145,897-93.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 13.48% | 100.52%-87.0pp | 70.21%-56.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,452 | $5,284-72.5% | $4,348-66.6% | $4,663-68.8% |
| Participant deferral / active EE | $1,652 | $6,964-76.3% | $6,035-72.6% | $6,689-75.3% |
| Admin fee / account holder | $807 | $16,659-95.2% | $12,696-93.6% | $13,390-94.0% |