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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 | $10,691 | $107,353-90.0% | $92,903-88.5% | $152,885-93.0% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 301.44% | 145.62%+155.8pp | 109.43%+192.0pp | 345.39%-44.0pp |
| Employer contribution / active EE | $1,068 | $4,222-74.7% | $3,653-70.8% | $4,763-77.6% |
| Participant deferral / active EE | $1,236 | $4,848-74.5% | $4,238-70.8% | $5,851-78.9% |
| Admin fee / account holder | $646 | $7,081-90.9% | $5,795-88.9% | $11,598-94.4% |