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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 | $14,958 | $160,028-90.7% | $147,080-89.8% | $145,884-89.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.39% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,196 | $5,286-77.4% | $4,933-75.8% | $4,662-74.4% |
| Participant deferral / active EE | $2,305 | $8,422-72.6% | $8,066-71.4% | $6,690-65.5% |
| Admin fee / account holder | $12,784 | $15,030-14.9% | $12,989-1.6% | $13,392-4.5% |