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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 | $6,001 | $202,463-97.0% | $169,397-96.5% | $139,487-95.7% |
| Participation rate | 57.1% | 81.1%-24.0pp | 77.2%-20.0pp | 80.3%-23.2pp |
| Annual return | 59.33% | 532.64%-473.3pp | 406.23%-346.9pp | 373.84%-314.5pp |
| Employer contribution / active EE | $874 | $4,694-81.4% | $4,013-78.2% | $4,755-81.6% |
| Participant deferral / active EE | $1,128 | $6,941-83.8% | $6,223-81.9% | $6,713-83.2% |
| Admin fee / account holder | $636 | $10,726-94.1% | $9,017-92.9% | $11,407-94.4% |