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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 | $11,213 | $202,440-94.5% | $169,390-93.4% | $139,466-92.0% |
| Participation rate | 47.4% | 81.1%-33.7pp | 77.2%-29.8pp | 80.3%-33.0pp |
| Annual return | 24.08% | 532.36%-508.3pp | 406.07%-382.0pp | 373.66%-349.6pp |
| Employer contribution / active EE | $922 | $4,693-80.3% | $4,013-77.0% | $4,754-80.6% |
| Participant deferral / active EE | $1,076 | $6,940-84.5% | $6,222-82.7% | $6,712-84.0% |
| Admin fee / account holder | $880 | $10,722-91.8% | $9,015-90.2% | $11,409-92.3% |