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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 | $24,616 | $209,422-88.2% | $178,503-86.2% | $158,982-84.5% |
| Participation rate | 37.5% | 86.4%-48.9pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 19.77% | 188.81%-169.0pp | 151.12%-131.3pp | 302.99%-283.2pp |
| Employer contribution / active EE | $1,166 | $5,707-79.6% | $5,011-76.7% | $4,763-75.5% |
| Participant deferral / active EE | $1,566 | $5,955-73.7% | $5,202-69.9% | $5,983-73.8% |
| Admin fee / account holder | $621 | $17,079-96.4% | $13,987-95.6% | $11,252-94.5% |