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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 | $9,375 | $175,231-94.7% | $149,696-93.7% | $139,466-93.3% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 20.60% | 166.77%-146.2pp | 134.46%-113.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,256 | $5,478-77.1% | $4,821-74.0% | $4,754-73.6% |
| Participant deferral / active EE | $1,453 | $6,521-77.7% | $5,682-74.4% | $6,712-78.4% |
| Admin fee / account holder | $3,242 | $16,155-79.9% | $13,212-75.5% | $11,409-71.6% |