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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 | $16,044 | $156,398-89.7% | $147,318-89.1% | $138,895-88.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 52.92% | 78.75%-25.8pp | 70.43%-17.5pp | 145.39%-92.5pp |
| Employer contribution / active EE | $1,318 | $4,853-72.8% | $4,593-71.3% | $4,194-68.6% |
| Participant deferral / active EE | $2,134 | $8,237-74.1% | $7,906-73.0% | $6,396-66.6% |
| Admin fee / account holder | $2,326 | $14,976-84.5% | $13,708-83.0% | $12,562-81.5% |