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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 | $12,515 | $227,597-94.5% | $189,575-93.4% | $167,536-92.5% |
| Participation rate | 63.6% | 82.5%-18.9pp | 78.4%-14.8pp | 82.1%-18.5pp |
| Annual return | 17.27% | 78.44%-61.2pp | 64.19%-46.9pp | 478.82%-461.5pp |
| Employer contribution / active EE | $2,669 | $5,316-49.8% | $4,412-39.5% | $4,839-44.8% |
| Participant deferral / active EE | $1,299 | $7,002-81.4% | $6,174-79.0% | $6,342-79.5% |
| Admin fee / account holder | $1,197 | $11,877-89.9% | $9,806-87.8% | $12,315-90.3% |