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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 | $2,512 | $68,097-96.3% | $62,929-96.0% | $137,256-98.2% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 21.90% | 1859.11%-1837.2pp | 1063.93%-1042.0pp | 220.34%-198.4pp |
| Employer contribution / active EE | $221 | $2,811-92.1% | $2,505-91.2% | $4,156-94.7% |
| Participant deferral / active EE | $360 | $4,553-92.1% | $3,888-90.8% | $6,407-94.4% |
| Admin fee / account holder | $587 | $6,521-91.0% | $5,065-88.4% | $12,270-95.2% |