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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 | $15,822 | $160,070-90.1% | $147,117-89.2% | $145,897-89.2% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 11.94% | 98.69%-86.8pp | 420.54%-408.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,580 | $5,285-70.1% | $4,932-68.0% | $4,663-66.1% |
| Participant deferral / active EE | $1,733 | $8,419-79.4% | $8,065-78.5% | $6,689-74.1% |
| Admin fee / account holder | $3,054 | $15,035-79.7% | $12,993-76.5% | $13,390-77.2% |