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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 | $14,706 | $160,040-90.8% | $147,096-90.0% | $145,877-89.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 15.05% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,450 | $5,289-72.6% | $4,936-70.6% | $4,663-68.9% |
| Participant deferral / active EE | $2,018 | $8,429-76.1% | $8,071-75.0% | $6,691-69.8% |
| Admin fee / account holder | $349 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |