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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 | $16,412 | $166,242-90.1% | $165,071-90.1% | $145,884-88.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 12.72% | 100.44%-87.7pp | 70.17%-57.5pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,183 | $5,283-77.6% | $4,347-72.8% | $4,662-74.6% |
| Participant deferral / active EE | $1,967 | $6,964-71.7% | $6,035-67.4% | $6,690-70.6% |
| Admin fee / account holder | $1,463 | $16,658-91.2% | $12,695-88.5% | $13,392-89.1% |