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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 | $9,743 | $166,242-94.1% | $165,071-94.1% | $145,884-93.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.63% | 100.44%-87.8pp | 70.17%-57.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,827 | $5,283-65.4% | $4,347-58.0% | $4,662-60.8% |
| Participant deferral / active EE | $1,997 | $6,964-71.3% | $6,035-66.9% | $6,690-70.2% |
| Admin fee / account holder | $1,221 | $16,658-92.7% | $12,695-90.4% | $13,392-90.9% |