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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 | $12,775 | $209,428-93.9% | $178,498-92.8% | $158,950-92.0% |
| Participation rate | 9.1% | 86.4%-77.3pp | 81.9%-72.8pp | 82.0%-72.9pp |
| Annual return | 16.26% | 188.78%-172.5pp | 151.09%-134.8pp | 302.91%-286.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,007 | $5,955-83.1% | $5,202-80.6% | $5,983-83.2% |
| Admin fee / account holder | $765 | $17,077-95.5% | $13,985-94.5% | $11,248-93.2% |