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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 | $15,835 | $129,737-87.8% | $119,126-86.7% | $154,746-89.8% |
| Participation rate | 4.8% | 78.9%-74.1pp | 75.8%-71.0pp | 80.7%-75.9pp |
| Annual return | 32.43% | 379.08%-346.7pp | 282.11%-249.7pp | 172.34%-139.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $457 | $5,842-92.2% | $5,318-91.4% | $6,730-93.2% |
| Admin fee / account holder | $3,875 | $11,961-67.6% | $10,693-63.8% | $14,365-73.0% |