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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 | $160,040-92.5% | $147,096-91.9% | $145,877-91.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.22% | 98.49%-83.3pp | 419.75%-404.5pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,422 | $5,289-73.1% | $4,936-71.2% | $4,663-69.5% |
| Participant deferral / active EE | $1,875 | $8,429-77.8% | $8,071-76.8% | $6,691-72.0% |
| Admin fee / account holder | $4,202 | $15,050-72.1% | $13,005-67.7% | $13,402-68.7% |