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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 | $3,777 | $90,530-95.8% | $76,030-95.0% | $145,897-97.4% |
| Participation rate | 65.0% | 74.4%-9.4pp | 69.1%-4.1pp | 80.3%-15.3pp |
| Annual return | 11.70% | 625.08%-613.4pp | 361.54%-349.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $683 | $3,319-79.4% | $2,688-74.6% | $4,663-85.4% |
| Participant deferral / active EE | $683 | $5,164-86.8% | $4,257-84.0% | $6,689-89.8% |
| Admin fee / account holder | $793 | $8,383-90.5% | $6,421-87.7% | $13,390-94.1% |