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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 | $10,120 | $202,440-95.0% | $169,390-94.0% | $139,466-92.7% |
| Participation rate | 56.3% | 81.1%-24.9pp | 77.2%-20.9pp | 80.3%-24.1pp |
| Annual return | 20.57% | 532.36%-511.8pp | 406.07%-385.5pp | 373.66%-353.1pp |
| Employer contribution / active EE | $854 | $4,693-81.8% | $4,013-78.7% | $4,754-82.0% |
| Participant deferral / active EE | $1,080 | $6,940-84.4% | $6,222-82.6% | $6,712-83.9% |
| Admin fee / account holder | $781 | $10,722-92.7% | $9,015-91.3% | $11,409-93.2% |