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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 | $10,346 | $142,354-92.7% | $125,529-91.8% | $155,188-93.3% |
| Participation rate | 17.4% | 78.1%-60.7pp | 74.7%-57.3pp | 80.8%-63.4pp |
| Annual return | 14.63% | 306.06%-291.4pp | 202.56%-187.9pp | 148.84%-134.2pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $66 | $5,491-98.8% | $4,813-98.6% | $6,531-99.0% |
| Admin fee / account holder | $1,425 | $19,392-92.7% | $16,298-91.3% | $14,480-90.2% |