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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 | $10,161 | $175,231-94.2% | $149,696-93.2% | $139,466-92.7% |
| Participation rate | 17.6% | 83.4%-65.7pp | 78.8%-61.1pp | 80.3%-62.7pp |
| Annual return | 23.62% | 166.77%-143.2pp | 134.46%-110.8pp | 373.66%-350.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,686 | $6,521-74.1% | $5,682-70.3% | $6,712-74.9% |
| Admin fee / account holder | $4,660 | $16,155-71.2% | $13,212-64.7% | $11,409-59.2% |