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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 | $7,056 | $115,796-93.9% | $101,264-93.0% | $158,950-95.6% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 15.61% | 56.15%-40.5pp | 46.48%-30.9pp | 302.91%-287.3pp |
| Employer contribution / active EE | $747 | $4,175-82.1% | $3,660-79.6% | $4,762-84.3% |
| Participant deferral / active EE | $1,284 | $4,958-74.1% | $4,370-70.6% | $5,983-78.5% |
| Admin fee / account holder | $1,500 | $7,247-79.3% | $5,947-74.8% | $11,248-86.7% |