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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 | $4,897 | $150,346-96.7% | $120,524-95.9% | $145,877-96.6% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 13.46% | 154.40%-140.9pp | 107.36%-93.9pp | 551.28%-537.8pp |
| Employer contribution / active EE | $906 | $4,353-79.2% | $3,469-73.9% | $4,663-80.6% |
| Participant deferral / active EE | $1,334 | $6,172-78.4% | $4,994-73.3% | $6,691-80.1% |
| Admin fee / account holder | $806 | $12,215-93.4% | $9,440-91.5% | $13,402-94.0% |