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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 | $11,991 | $202,342-94.1% | $172,753-93.1% | $152,909-92.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 24.53% | 1029.88%-1005.4pp | 803.00%-778.5pp | 345.46%-320.9pp |
| Employer contribution / active EE | $1,675 | $5,857-71.4% | $5,144-67.4% | $4,764-64.8% |
| Participant deferral / active EE | $1,823 | $5,948-69.4% | $5,198-64.9% | $5,851-68.8% |
| Admin fee / account holder | $783 | $17,112-95.4% | $13,956-94.4% | $11,601-93.3% |