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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 | $15,020 | $148,629-89.9% | $135,982-89.0% | $139,487-89.2% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.4pp | 80.3%-51.8pp |
| Annual return | 16.17% | 79.33%-63.2pp | 68.32%-52.2pp | 373.84%-357.7pp |
| Employer contribution / active EE | $1,121 | $5,247-78.6% | $4,859-76.9% | $4,755-76.4% |
| Participant deferral / active EE | $1,695 | $8,102-79.1% | $7,760-78.2% | $6,713-74.8% |
| Admin fee / account holder | $1,016 | $12,406-91.8% | $10,767-90.6% | $11,407-91.1% |