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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 | $3,144 | $88,778-96.5% | $81,844-96.2% | $145,884-97.8% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 18.09% | 1033.03%-1014.9pp | 778.87%-760.8pp | 551.85%-533.8pp |
| Employer contribution / active EE | $400 | $3,087-87.0% | $2,916-86.3% | $4,662-91.4% |
| Participant deferral / active EE | $572 | $4,648-87.7% | $4,323-86.8% | $6,690-91.4% |
| Admin fee / account holder | $923 | $8,430-89.1% | $7,355-87.5% | $13,392-93.1% |