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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 | $15,051 | $168,635-91.1% | $147,617-89.8% | $125,389-88.0% |
| Participation rate | 16.7% | 88.8%-72.1pp | 84.6%-68.0pp | 83.2%-66.5pp |
| Annual return | 3.13% | 77.65%-74.5pp | 61.98%-58.8pp | 282.24%-279.1pp |
| Employer contribution / active EE | $2,454 | $6,252-60.8% | $5,564-55.9% | $4,866-49.6% |
| Participant deferral / active EE | $1,729 | $5,507-68.6% | $4,895-64.7% | $5,352-67.7% |
| Admin fee / account holder | $1,429 | $13,580-89.5% | $11,612-87.7% | $9,541-85.0% |