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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 | $29,004 | $73,638-60.6% | $95,956-69.8% | $73,493-60.5% |
| Participation rate | 36.4% | 76.2%-39.7pp | 77.1%-40.6pp | 70.7%-34.2pp |
| Annual return | 24.29% | 16.78%+7.5pp | 91.63%-67.3pp | 28.51%-4.2pp |
| Employer contribution / active EE | $571 | $1,863-69.3% | $2,541-77.5% | $2,270-74.8% |
| Participant deferral / active EE | $1,618 | $3,617-55.3% | $4,167-61.2% | $3,740-56.7% |
| Admin fee / account holder | $333 | $482-31.0% | $6,797-95.1% | $513-35.1% |