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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 | $19,570 | $202,342-90.3% | $172,753-88.7% | $152,909-87.2% |
| Participation rate | 65.0% | 87.1%-22.1pp | 82.6%-17.6pp | 82.5%-17.5pp |
| Annual return | 13.72% | 1029.88%-1016.2pp | 803.00%-789.3pp | 345.46%-331.7pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,598 | $5,948-73.1% | $5,198-69.3% | $5,851-72.7% |
| Admin fee / account holder | $888 | $17,112-94.8% | $13,956-93.6% | $11,601-92.3% |