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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 | $16,889 | $138,072-87.8% | $123,549-86.3% | $135,382-87.5% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | 59.13% | 153.69%-94.6pp | 119.20%-60.1pp | 519.77%-460.6pp |
| Employer contribution / active EE | $2,778 | $5,152-46.1% | $4,628-40.0% | $4,779-41.9% |
| Participant deferral / active EE | $2,024 | $6,799-70.2% | $6,426-68.5% | $5,609-63.9% |
| Admin fee / account holder | $25,420 | $10,917+132.9% | $9,284+173.8% | $10,829+134.7% |