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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 | $21,353 | $152,619-86.0% | $125,195-82.9% | $152,909-86.0% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 12.16% | 54.85%-42.7pp | 43.79%-31.6pp | 345.46%-333.3pp |
| Employer contribution / active EE | $2,889 | $4,947-41.6% | $3,866-25.3% | $4,764-39.4% |
| Participant deferral / active EE | $756 | $5,869-87.1% | $4,937-84.7% | $5,851-87.1% |
| Admin fee / account holder | $2,107 | $13,437-84.3% | $9,704-78.3% | $11,601-81.8% |