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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 | $14,421 | $176,120-91.8% | $159,487-91.0% | $167,553-91.4% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 12.09% | 331.95%-319.9pp | 263.71%-251.6pp | 478.89%-466.8pp |
| Employer contribution / active EE | $1,547 | $5,299-70.8% | $4,831-68.0% | $4,840-68.0% |
| Participant deferral / active EE | $2,264 | $7,752-70.8% | $7,354-69.2% | $6,343-64.3% |
| Admin fee / account holder | $1,337 | $12,561-89.4% | $10,804-87.6% | $12,316-89.1% |