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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 | $3,561 | $102,595-96.5% | $94,057-96.2% | $154,746-97.7% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 24.11% | 583.42%-559.3pp | 480.62%-456.5pp | 172.34%-148.2pp |
| Employer contribution / active EE | $404 | $3,147-87.2% | $2,933-86.2% | $4,379-90.8% |
| Participant deferral / active EE | $607 | $5,118-88.1% | $4,709-87.1% | $6,730-91.0% |
| Admin fee / account holder | $403 | $7,736-94.8% | $7,244-94.4% | $14,365-97.2% |