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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 | $166,131-94.3% | $164,975-94.3% | $145,877-93.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 13.48% | 100.37%-86.9pp | 70.12%-56.6pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,452 | $5,276-72.5% | $4,343-66.6% | $4,663-68.9% |
| Participant deferral / active EE | $1,652 | $6,962-76.3% | $6,033-72.6% | $6,691-75.3% |
| Admin fee / account holder | $807 | $16,648-95.2% | $12,688-93.6% | $13,402-94.0% |