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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 | $21,688 | $171,867-87.4% | $149,721-85.5% | $147,586-85.3% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 24.13% | 2113.36%-2089.2pp | 1501.67%-1477.5pp | 578.59%-554.5pp |
| Employer contribution / active EE | $1,603 | $6,275-74.5% | $5,444-70.6% | $4,876-67.1% |
| Participant deferral / active EE | $2,130 | $7,270-70.7% | $6,568-67.6% | $5,439-60.8% |
| Admin fee / account holder | $441 | $13,799-96.8% | $11,282-96.1% | $10,886-96.0% |