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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 | $33,755 | $171,492-80.3% | $150,734-77.6% | $198,609-83.0% |
| Participation rate | 52.2% | 81.4%-29.2pp | 78.4%-26.3pp | 82.4%-30.2pp |
| Annual return | 17.74% | 804.70%-787.0pp | 600.81%-583.1pp | 202.70%-185.0pp |
| Employer contribution / active EE | $1,558 | $5,470-71.5% | $4,918-68.3% | $5,055-69.2% |
| Participant deferral / active EE | $1,971 | $6,259-68.5% | $5,610-64.9% | $6,977-71.8% |
| Admin fee / account holder | $6,454 | $17,628-63.4% | $14,905-56.7% | $19,030-66.1% |