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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 | $25,938 | $209,874-87.6% | $189,537-86.3% | $167,536-84.5% |
| Participation rate | 40.0% | 88.7%-48.7pp | 87.8%-47.8pp | 82.1%-42.1pp |
| Annual return | 11.42% | 748.61%-737.2pp | 555.34%-543.9pp | 478.82%-467.4pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,052 | $8,934-88.2% | $8,220-87.2% | $6,342-83.4% |
| Admin fee / account holder | $1,225 | $14,299-91.4% | $12,048-89.8% | $12,315-90.1% |