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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 | $7,480 | $115,810-93.5% | $101,271-92.6% | $158,966-95.3% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 49.11% | 56.15%-7.0pp | 46.48%+2.6pp | 302.95%-253.8pp |
| Employer contribution / active EE | $755 | $4,175-81.9% | $3,660-79.4% | $4,762-84.2% |
| Participant deferral / active EE | $1,135 | $4,958-77.1% | $4,371-74.0% | $5,983-81.0% |
| Admin fee / account holder | $1,244 | $7,248-82.8% | $5,948-79.1% | $11,250-88.9% |