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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 | $19,698 | $166,242-88.2% | $165,071-88.1% | $145,884-86.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 153.63% | 100.44%+53.2pp | 70.17%+83.5pp | 551.85%-398.2pp |
| Employer contribution / active EE | $1,537 | $5,283-70.9% | $4,347-64.6% | $4,662-67.0% |
| Participant deferral / active EE | $2,018 | $6,964-71.0% | $6,035-66.6% | $6,690-69.8% |
| Admin fee / account holder | $1,101 | $16,658-93.4% | $12,695-91.3% | $13,392-91.8% |