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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 | $20,146 | $166,242-87.9% | $165,071-87.8% | $145,884-86.2% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.6%-48.6pp | 80.3%-50.3pp |
| Annual return | 17.25% | 100.44%-83.2pp | 70.17%-52.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,138 | $5,283-78.5% | $4,347-73.8% | $4,662-75.6% |
| Participant deferral / active EE | $1,899 | $6,964-72.7% | $6,035-68.5% | $6,690-71.6% |
| Admin fee / account holder | $938 | $16,658-94.4% | $12,695-92.6% | $13,392-93.0% |