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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 | $12,359 | $176,077-93.0% | $159,455-92.2% | $167,518-92.6% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 21.48% | 331.83%-310.4pp | 263.63%-242.1pp | 478.71%-457.2pp |
| Employer contribution / active EE | $2,010 | $5,298-62.1% | $4,830-58.4% | $4,838-58.5% |
| Participant deferral / active EE | $2,501 | $7,751-67.7% | $7,353-66.0% | $6,342-60.6% |
| Admin fee / account holder | $692 | $12,556-94.5% | $10,800-93.6% | $12,312-94.4% |