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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 | $11,285 | $202,345-94.4% | $172,755-93.5% | $152,885-92.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 20.27% | 1029.77%-1009.5pp | 802.94%-782.7pp | 345.39%-325.1pp |
| Employer contribution / active EE | $1,246 | $5,858-78.7% | $5,144-75.8% | $4,763-73.8% |
| Participant deferral / active EE | $1,339 | $5,948-77.5% | $5,198-74.2% | $5,851-77.1% |
| Admin fee / account holder | $5,285 | $17,111-69.1% | $13,955-62.1% | $11,598-54.4% |