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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 | $16,726 | $175,257-90.5% | $149,717-88.8% | $139,456-88.0% |
| Participation rate | 29.4% | 83.4%-54.0pp | 78.8%-49.4pp | 80.3%-50.9pp |
| Annual return | 25.07% | 166.70%-141.6pp | 134.41%-109.3pp | 373.45%-348.4pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,193 | $6,521-81.7% | $5,682-79.0% | $6,711-82.2% |
| Admin fee / account holder | $332 | $16,156-97.9% | $13,213-97.5% | $11,407-97.1% |