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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 | $8,368 | $144,130-94.2% | $117,861-92.9% | $147,586-94.3% |
| Participation rate | 53.3% | 83.4%-30.1pp | 79.7%-26.3pp | 82.8%-29.5pp |
| Annual return | 20.96% | 531.20%-510.2pp | 335.11%-314.1pp | 578.59%-557.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,124 | $5,316-78.8% | $4,482-74.9% | $5,439-79.3% |
| Admin fee / account holder | $589 | $10,887-94.6% | $8,021-92.7% | $10,886-94.6% |