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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 | $8,673 | $209,874-95.9% | $189,537-95.4% | $167,536-94.8% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 68.88% | 748.61%-679.7pp | 555.34%-486.5pp | 478.82%-409.9pp |
| Employer contribution / active EE | $3,128 | $6,913-54.8% | $6,161-49.2% | $4,839-35.4% |
| Participant deferral / active EE | $3,159 | $8,934-64.6% | $8,220-61.6% | $6,342-50.2% |
| Admin fee / account holder | $574 | $14,299-96.0% | $12,048-95.2% | $12,315-95.3% |