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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 | $78,013-95.2% | $178,449-97.9% | $80,911-95.4% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.6%-1.9pp |
| Annual return | 19.12% | 18.07%+1.1pp | 27.09%-8.0pp | 35.63%-16.5pp |
| Employer contribution / active EE | $935 | $2,287-59.1% | $3,951-76.3% | $2,756-66.1% |
| Participant deferral / active EE | $1,222 | $4,408-72.3% | $6,277-80.5% | $4,297-71.6% |
| Admin fee / account holder | $594 | $7,166-91.7% | $10,362-94.3% | $6,935-91.4% |