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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 | $20,844 | $166,268-87.5% | $165,100-87.4% | $145,897-85.7% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 13.98% | 100.52%-86.5pp | 70.21%-56.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,169 | $5,284-77.9% | $4,348-73.1% | $4,663-74.9% |
| Participant deferral / active EE | $1,920 | $6,964-72.4% | $6,035-68.2% | $6,689-71.3% |
| Admin fee / account holder | $2,973 | $16,659-82.2% | $12,696-76.6% | $13,390-77.8% |