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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 | $1,782 | $209,425-99.1% | $178,499-99.0% | $158,966-98.9% |
| Participation rate | 23.8% | 86.4%-62.5pp | 81.9%-58.1pp | 82.0%-58.2pp |
| Annual return | 47.77% | 188.80%-141.0pp | 151.10%-103.3pp | 302.95%-255.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $520 | $5,955-91.3% | $5,202-90.0% | $5,983-91.3% |
| Admin fee / account holder | $634 | $17,078-96.3% | $13,986-95.5% | $11,250-94.4% |