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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 | $4,472 | $148,629-97.0% | $135,982-96.7% | $139,487-96.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 36.69% | 79.33%-42.6pp | 68.32%-31.6pp | 373.84%-337.2pp |
| Employer contribution / active EE | $1,258 | $5,247-76.0% | $4,859-74.1% | $4,755-73.5% |
| Participant deferral / active EE | $1,487 | $8,102-81.7% | $7,760-80.8% | $6,713-77.9% |
| Admin fee / account holder | $604 | $12,406-95.1% | $10,767-94.4% | $11,407-94.7% |