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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 | $11,933 | $160,070-92.5% | $147,117-91.9% | $145,897-91.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.22% | 98.69%-83.5pp | 420.54%-405.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,422 | $5,285-73.1% | $4,932-71.2% | $4,663-69.5% |
| Participant deferral / active EE | $1,875 | $8,419-77.7% | $8,065-76.8% | $6,689-72.0% |
| Admin fee / account holder | $4,202 | $15,035-72.1% | $12,993-67.7% | $13,390-68.6% |