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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 | $27,703 | $101,499-72.7% | $147,005-81.2% | $74,546-62.8% |
| Participation rate | 32.7% | 75.5%-42.9pp | 82.2%-49.5pp | 67.2%-34.5pp |
| Annual return | 36.81% | 8732.34%-8695.5pp | 418.76%-382.0pp | 1366.03%-1329.2pp |
| Employer contribution / active EE | $985 | $3,811-74.2% | $4,934-80.0% | $2,624-62.5% |
| Participant deferral / active EE | $1,653 | $7,304-77.4% | $8,070-79.5% | $4,347-62.0% |
| Admin fee / account holder | $968 | $1,748-44.6% | $13,006-92.6% | $1,944-50.2% |