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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 | $15,141 | $160,028-90.5% | $147,080-89.7% | $145,884-89.6% |
| Participation rate | 40.9% | 84.0%-43.1pp | 82.2%-41.3pp | 80.3%-39.4pp |
| Annual return | 19.54% | 98.60%-79.1pp | 420.17%-400.6pp | 551.85%-532.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,565 | $8,422-81.4% | $8,066-80.6% | $6,690-76.6% |
| Admin fee / account holder | $703 | $15,030-95.3% | $12,989-94.6% | $13,392-94.8% |