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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 | $22,111 | $101,499-78.2% | $147,005-85.0% | $74,546-70.3% |
| Participation rate | 65.2% | 75.5%-10.3pp | 82.2%-16.9pp | 67.2%-2.0pp |
| Annual return | 15.35% | 8732.34%-8717.0pp | 418.76%-403.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $1,443 | $3,811-62.1% | $4,934-70.7% | $2,624-45.0% |
| Participant deferral / active EE | $2,128 | $7,304-70.9% | $8,070-73.6% | $4,347-51.1% |
| Admin fee / account holder | $1,362 | $1,748-22.1% | $13,006-89.5% | $1,944-29.9% |