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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 | $1,893 | $156,398-98.8% | $147,318-98.7% | $138,895-98.6% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 28.45% | 78.75%-50.3pp | 70.43%-42.0pp | 145.39%-116.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $804 | $8,237-90.2% | $7,906-89.8% | $6,396-87.4% |
| Admin fee / account holder | $436 | $14,976-97.1% | $13,708-96.8% | $12,562-96.5% |