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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 | $4,093 | $99,053-95.9% | $88,179-95.4% | $138,895-97.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.1%-6.6pp | 79.9%-17.4pp |
| Annual return | 23.55% | 78.17%-54.6pp | 64.97%-41.4pp | 145.39%-121.8pp |
| Employer contribution / active EE | $841 | $2,882-70.8% | $2,549-67.0% | $4,194-79.9% |
| Participant deferral / active EE | $500 | $5,225-90.4% | $4,614-89.2% | $6,396-92.2% |
| Admin fee / account holder | $317 | $8,748-96.4% | $7,673-95.9% | $12,562-97.5% |