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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 | $8,301 | $160,028-94.8% | $147,080-94.4% | $145,884-94.3% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 11.91% | 98.60%-86.7pp | 420.17%-408.3pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,100 | $5,286-79.2% | $4,933-77.7% | $4,662-76.4% |
| Participant deferral / active EE | $1,941 | $8,422-76.9% | $8,066-75.9% | $6,690-71.0% |
| Admin fee / account holder | $4,973 | $15,030-66.9% | $12,989-61.7% | $13,392-62.9% |