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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 | $8,373 | $148,623-94.4% | $135,974-93.8% | $139,466-94.0% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 19.92% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,947 | $5,246-62.9% | $4,859-59.9% | $4,754-59.1% |
| Participant deferral / active EE | $1,947 | $8,103-76.0% | $7,760-74.9% | $6,712-71.0% |
| Admin fee / account holder | $925 | $12,406-92.5% | $10,767-91.4% | $11,409-91.9% |