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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 | $8,303 | $178,174-95.3% | $156,181-94.7% | $137,256-94.0% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.8%-25.5pp | 80.0%-26.6pp |
| Annual return | 20.22% | 84.19%-64.0pp | 64.87%-44.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,726 | $6,888-74.9% | $6,132-71.8% | $6,407-73.1% |
| Admin fee / account holder | $1,240 | $17,404-92.9% | $14,586-91.5% | $12,270-89.9% |