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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 | $6,810 | $102,609-93.4% | $98,090-93.1% | $138,895-95.1% |
| Participation rate | 68.8% | 82.8%-14.0pp | 81.5%-12.8pp | 79.9%-11.2pp |
| Annual return | 21.26% | 36.44%-15.2pp | 37.05%-15.8pp | 145.39%-124.1pp |
| Employer contribution / active EE | $724 | $3,867-81.3% | $3,606-79.9% | $4,194-82.8% |
| Participant deferral / active EE | $1,130 | $8,167-86.2% | $7,845-85.6% | $6,396-82.3% |
| Admin fee / account holder | $2,108 | $11,434-81.6% | $11,815-82.2% | $12,562-83.2% |