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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 | $14,237 | $173,397-91.8% | $135,987-89.5% | $145,877-90.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 14.40% | 1166.18%-1151.8pp | 580.01%-565.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,560 | $5,281-70.5% | $4,214-63.0% | $4,663-66.5% |
| Participant deferral / active EE | $1,820 | $8,710-79.1% | $7,027-74.1% | $6,691-72.8% |
| Admin fee / account holder | $1,380 | $9,663-85.7% | $6,716-79.5% | $13,402-89.7% |