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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 | $9,414 | $103,387-90.9% | $87,102-89.2% | $152,885-93.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 25.22% | 28.10%-2.9pp | 28.19%-3.0pp | 345.39%-320.2pp |
| Employer contribution / active EE | $729 | $3,221-77.4% | $2,521-71.1% | $4,763-84.7% |
| Participant deferral / active EE | $1,434 | $4,778-70.0% | $4,048-64.6% | $5,851-75.5% |
| Admin fee / account holder | $1,445 | $12,193-88.1% | $7,491-80.7% | $11,598-87.5% |