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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 | $11,097 | $108,897-89.8% | $100,378-88.9% | $145,877-92.4% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 37.20% | 58.17%-21.0pp | 49.41%-12.2pp | 551.28%-514.1pp |
| Employer contribution / active EE | $1,017 | $4,420-77.0% | $3,942-74.2% | $4,663-78.2% |
| Participant deferral / active EE | $1,222 | $8,455-85.6% | $8,087-84.9% | $6,691-81.7% |
| Admin fee / account holder | $1,570 | $9,690-83.8% | $7,899-80.1% | $13,402-88.3% |