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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 | $6,470 | $108,897-94.1% | $100,378-93.6% | $145,877-95.6% |
| Participation rate | 6.3% | 83.0%-76.7pp | 81.5%-75.3pp | 80.3%-74.1pp |
| Annual return | 16.22% | 58.17%-41.9pp | 49.41%-33.2pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,709 | $4,420-61.3% | $3,942-56.6% | $4,663-63.3% |
| Participant deferral / active EE | $1,406 | $8,455-83.4% | $8,087-82.6% | $6,691-79.0% |
| Admin fee / account holder | $338 | $9,690-96.5% | $7,899-95.7% | $13,402-97.5% |