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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 | $16,859 | $159,978-89.5% | $147,041-88.5% | $145,978-88.5% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 13.47% | 98.36%-84.9pp | 419.21%-405.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $1,217 | $5,288-77.0% | $4,935-75.3% | $4,662-73.9% |
| Participant deferral / active EE | $2,581 | $8,429-69.4% | $8,071-68.0% | $6,690-61.4% |
| Admin fee / account holder | $1,682 | $15,053-88.8% | $13,006-87.1% | $13,400-87.4% |