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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 | $9,154 | $166,242-94.5% | $165,071-94.5% | $145,884-93.7% |
| Participation rate | 18.2% | 82.0%-63.8pp | 78.6%-60.4pp | 80.3%-62.1pp |
| Annual return | 35.08% | 100.44%-65.4pp | 70.17%-35.1pp | 551.85%-516.8pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,454 | $6,964-79.1% | $6,035-75.9% | $6,690-78.3% |
| Admin fee / account holder | $397 | $16,658-97.6% | $12,695-96.9% | $13,392-97.0% |