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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 | $6,442 | $150,346-95.7% | $120,524-94.7% | $145,877-95.6% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | 39.46% | 154.40%-114.9pp | 107.36%-67.9pp | 551.28%-511.8pp |
| Employer contribution / active EE | $882 | $4,353-79.7% | $3,469-74.6% | $4,663-81.1% |
| Participant deferral / active EE | $1,311 | $6,172-78.8% | $4,994-73.7% | $6,691-80.4% |
| Admin fee / account holder | $326 | $12,215-97.3% | $9,440-96.6% | $13,402-97.6% |