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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 | $11,992 | $202,345-94.1% | $172,755-93.1% | $152,885-92.2% |
| Participation rate | 26.3% | 87.1%-60.7pp | 82.6%-56.3pp | 82.5%-56.1pp |
| Annual return | 28.12% | 1029.77%-1001.7pp | 802.94%-774.8pp | 345.39%-317.3pp |
| Employer contribution / active EE | $1,388 | $5,858-76.3% | $5,144-73.0% | $4,763-70.9% |
| Participant deferral / active EE | $688 | $5,948-88.4% | $5,198-86.8% | $5,851-88.2% |
| Admin fee / account holder | $622 | $17,111-96.4% | $13,955-95.5% | $11,598-94.6% |