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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 | $4,872 | $183,592-97.3% | $155,574-96.9% | $145,877-96.7% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 9.66% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,072 | $5,317-79.8% | $4,676-77.1% | $4,663-77.0% |
| Participant deferral / active EE | $1,744 | $6,466-73.0% | $5,629-69.0% | $6,691-73.9% |
| Admin fee / account holder | $1,782 | $19,316-90.8% | $15,914-88.8% | $13,402-86.7% |