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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 | $10,465 | $132,634-92.1% | $115,768-91.0% | $137,256-92.4% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.4%-74.4pp | 80.0%-80.0pp |
| Annual return | 15.67% | 160.70%-145.0pp | 100.46%-84.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,242 | $3,360-63.0% | $2,940-57.8% | $4,156-70.1% |
| Participant deferral / active EE | $1,416 | $5,619-74.8% | $4,917-71.2% | $6,407-77.9% |
| Admin fee / account holder | $534 | $15,028-96.4% | $12,439-95.7% | $12,270-95.7% |