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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 | $9,582 | $157,276-93.9% | $141,177-93.2% | $152,885-93.7% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.5%-29.1pp |
| Annual return | 34.45% | 64.33%-29.9pp | 71.40%-36.9pp | 345.39%-310.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,225 | $7,110-82.8% | $6,710-81.7% | $5,851-79.1% |
| Admin fee / account holder | $665 | $12,123-94.5% | $10,263-93.5% | $11,598-94.3% |