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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 | $5,022 | $209,425-97.6% | $178,499-97.2% | $158,966-96.8% |
| Participation rate | 56.5% | 86.4%-29.8pp | 81.9%-25.4pp | 82.0%-25.4pp |
| Annual return | 7.41% | 188.80%-181.4pp | 151.10%-143.7pp | 302.95%-295.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,577 | $5,955-73.5% | $5,202-69.7% | $5,983-73.6% |
| Admin fee / account holder | $371 | $17,078-97.8% | $13,986-97.3% | $11,250-96.7% |