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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 | $18,200 | $217,432-91.6% | $185,849-90.2% | $167,536-89.1% |
| Participation rate | 68.8% | 86.1%-17.3pp | 81.7%-13.0pp | 82.1%-13.4pp |
| Annual return | 16.52% | 148.42%-131.9pp | 122.10%-105.6pp | 478.82%-462.3pp |
| Employer contribution / active EE | $1,312 | $5,875-77.7% | $5,169-74.6% | $4,839-72.9% |
| Participant deferral / active EE | $1,027 | $6,357-83.8% | $5,569-81.6% | $6,342-83.8% |
| Admin fee / account holder | $435 | $19,818-97.8% | $16,244-97.3% | $12,315-96.5% |