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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 | $2,988 | $68,097-95.6% | $62,929-95.3% | $137,256-97.8% |
| Participation rate | 61.1% | 77.4%-16.3pp | 73.1%-12.0pp | 80.0%-18.8pp |
| Annual return | 13.44% | 1859.11%-1845.7pp | 1063.93%-1050.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $410 | $2,811-85.4% | $2,505-83.6% | $4,156-90.1% |
| Participant deferral / active EE | $422 | $4,553-90.7% | $3,888-89.2% | $6,407-93.4% |
| Admin fee / account holder | $624 | $6,521-90.4% | $5,065-87.7% | $12,270-94.9% |