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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 | $1,721 | $70,366-97.6% | $66,674-97.4% | $138,895-98.8% |
| Participation rate | 68.2% | 76.2%-8.0pp | 73.7%-5.5pp | 79.9%-11.7pp |
| Annual return | 48.66% | 386.41%-337.8pp | 321.24%-272.6pp | 145.39%-96.7pp |
| Employer contribution / active EE | $518 | $2,765-81.3% | $2,620-80.2% | $4,194-87.6% |
| Participant deferral / active EE | $521 | $4,374-88.1% | $4,084-87.2% | $6,396-91.9% |
| Admin fee / account holder | $481 | $5,262-90.9% | $5,098-90.6% | $12,562-96.2% |