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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 | $3,716 | $78,015-95.2% | $178,505-97.9% | $80,959-95.4% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.7%-2.0pp |
| Annual return | 19.12% | 18.10%+1.0pp | 27.16%-8.0pp | 35.67%-16.5pp |
| Employer contribution / active EE | $935 | $2,281-59.0% | $3,955-76.4% | $2,757-66.1% |
| Participant deferral / active EE | $1,222 | $4,406-72.3% | $6,280-80.5% | $4,300-71.6% |
| Admin fee / account holder | $594 | $7,160-91.7% | $10,428-94.3% | $6,925-91.4% |