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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 | $3,861 | $160,070-97.6% | $147,117-97.4% | $145,897-97.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 29.80% | 98.69%-68.9pp | 420.54%-390.7pp | 552.29%-522.5pp |
| Employer contribution / active EE | $1,166 | $5,285-77.9% | $4,932-76.4% | $4,663-75.0% |
| Participant deferral / active EE | $1,191 | $8,419-85.9% | $8,065-85.2% | $6,689-82.2% |
| Admin fee / account holder | $762 | $15,035-94.9% | $12,993-94.1% | $13,390-94.3% |