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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 | $13,373 | $183,592-92.7% | $155,574-91.4% | $145,877-90.8% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 49.24% | 61.37%-12.1pp | 64.87%-15.6pp | 551.28%-502.0pp |
| Employer contribution / active EE | $1,161 | $5,317-78.2% | $4,676-75.2% | $4,663-75.1% |
| Participant deferral / active EE | $1,643 | $6,466-74.6% | $5,629-70.8% | $6,691-75.4% |
| Admin fee / account holder | $2,752 | $19,316-85.8% | $15,914-82.7% | $13,402-79.5% |