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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 | $15,351 | $175,259-91.2% | $149,723-89.7% | $139,487-89.0% |
| Participation rate | 57.1% | 83.4%-26.3pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 11.64% | 166.82%-155.2pp | 134.50%-122.9pp | 373.84%-362.2pp |
| Employer contribution / active EE | $3,162 | $5,478-42.3% | $4,821-34.4% | $4,755-33.5% |
| Participant deferral / active EE | $196 | $6,522-97.0% | $5,682-96.5% | $6,713-97.1% |
| Admin fee / account holder | $1,895 | $16,158-88.3% | $13,215-85.7% | $11,407-83.4% |