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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 | $2,670 | $180,749-98.5% | $160,784-98.3% | $137,256-98.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 104.64% | 2234.46%-2129.8pp | 1803.92%-1699.3pp | 220.34%-115.7pp |
| Employer contribution / active EE | $853 | $4,155-79.5% | $3,733-77.1% | $4,156-79.5% |
| Participant deferral / active EE | $864 | $6,844-87.4% | $6,293-86.3% | $6,407-86.5% |
| Admin fee / account holder | $728 | $10,397-93.0% | $9,717-92.5% | $12,270-94.1% |