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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 | $10,219 | $162,136-93.7% | $152,301-93.3% | $154,746-93.4% |
| Participation rate | 31.8% | 84.1%-52.3pp | 82.4%-50.6pp | 80.7%-48.9pp |
| Annual return | 31.29% | 91.02%-59.7pp | 80.50%-49.2pp | 172.34%-141.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,471 | $8,341-70.4% | $8,004-69.1% | $6,730-63.3% |
| Admin fee / account holder | $1,150 | $15,759-92.7% | $14,398-92.0% | $14,365-92.0% |