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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 | $5,768 | $157,304-96.3% | $141,197-95.9% | $152,909-96.2% |
| Participation rate | 45.8% | 84.8%-39.0pp | 82.5%-36.6pp | 82.5%-36.6pp |
| Annual return | 22.66% | 64.34%-41.7pp | 71.41%-48.7pp | 345.46%-322.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,020 | $7,111-85.7% | $6,710-84.8% | $5,851-82.6% |
| Admin fee / account holder | $549 | $12,126-95.5% | $10,265-94.7% | $11,601-95.3% |