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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 | $3,150 | $88,815-96.5% | $81,882-96.2% | $145,897-97.8% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 13.57% | 1033.75%-1020.2pp | 779.47%-765.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $426 | $3,086-86.2% | $2,916-85.4% | $4,663-90.9% |
| Participant deferral / active EE | $577 | $4,647-87.6% | $4,323-86.7% | $6,689-91.4% |
| Admin fee / account holder | $453 | $8,434-94.6% | $7,360-93.9% | $13,390-96.6% |