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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 | $4,799 | $150,447-96.8% | $136,298-96.5% | $147,586-96.7% |
| Participation rate | 46.7% | 84.4%-37.8pp | 81.9%-35.3pp | 82.8%-36.2pp |
| Annual return | 20.77% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $1,141 | $5,256-78.3% | $4,696-75.7% | $4,876-76.6% |
| Participant deferral / active EE | $1,272 | $6,631-80.8% | $6,247-79.6% | $5,439-76.6% |
| Admin fee / account holder | $395 | $10,906-96.4% | $9,244-95.7% | $10,886-96.4% |