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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 | $15,989 | $148,623-89.2% | $135,974-88.2% | $139,466-88.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.24% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,448 | $5,246-72.4% | $4,859-70.2% | $4,754-69.5% |
| Participant deferral / active EE | $1,859 | $8,103-77.1% | $7,760-76.0% | $6,712-72.3% |
| Admin fee / account holder | $19,521 | $12,406+57.4% | $10,767+81.3% | $11,409+71.1% |