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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 | $15,325 | $173,397-91.2% | $135,987-88.7% | $145,978-89.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 11.55% | 1165.22%-1153.7pp | 579.77%-568.2pp | 550.52%-539.0pp |
| Employer contribution / active EE | $1,474 | $5,281-72.1% | $4,214-65.0% | $4,662-68.4% |
| Participant deferral / active EE | $1,523 | $8,710-82.5% | $7,027-78.3% | $6,690-77.2% |
| Admin fee / account holder | $1,678 | $9,663-82.6% | $6,716-75.0% | $13,400-87.5% |