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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 | $11,177 | $107,944-89.6% | $91,994-87.9% | $152,885-92.7% |
| Participation rate | 26.7% | 81.2%-54.5pp | 78.6%-52.0pp | 82.5%-55.8pp |
| Annual return | 30.19% | 89.26%-59.1pp | 69.03%-38.8pp | 345.39%-315.2pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,602 | $6,365-74.8% | $5,923-72.9% | $5,851-72.6% |
| Admin fee / account holder | $825 | $10,521-92.2% | $7,743-89.3% | $11,598-92.9% |