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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 | $173,526-91.8% | $136,072-89.5% | $145,884-90.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 14.40% | 1167.12%-1152.7pp | 580.46%-566.1pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,560 | $5,285-70.5% | $4,216-63.0% | $4,662-66.5% |
| Participant deferral / active EE | $1,820 | $8,711-79.1% | $7,028-74.1% | $6,690-72.8% |
| Admin fee / account holder | $1,380 | $9,665-85.7% | $6,718-79.5% | $13,392-89.7% |