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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 | $5,110 | $108,942-95.3% | $100,415-94.9% | $145,897-96.5% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 14.96% | 58.27%-43.3pp | 49.47%-34.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $627 | $4,422-85.8% | $3,943-84.1% | $4,663-86.6% |
| Participant deferral / active EE | $863 | $8,461-89.8% | $8,091-89.3% | $6,689-87.1% |
| Admin fee / account holder | $1,813 | $9,702-81.3% | $7,906-77.1% | $13,390-86.5% |