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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 | $28,337 | $184,000-84.6% | $162,185-82.5% | $152,909-81.5% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.5%-24.1pp |
| Annual return | 22.64% | 150.80%-128.2pp | 115.61%-93.0pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,875 | $6,370-70.6% | $5,613-66.6% | $4,764-60.6% |
| Participant deferral / active EE | $1,875 | $8,033-76.7% | $7,297-74.3% | $5,851-68.0% |
| Admin fee / account holder | $517 | $13,124-96.1% | $10,844-95.2% | $11,601-95.5% |