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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 | $10,111 | $68,681-85.3% | $86,615-88.3% | $85,847-88.2% |
| Participation rate | 34.1% | 66.4%-32.3pp | 71.6%-37.6pp | 69.3%-35.2pp |
| Annual return | 15.41% | 20.12%-4.7pp | 63.51%-48.1pp | 318.61%-303.2pp |
| Employer contribution / active EE | $549 | $1,880-70.8% | $2,496-78.0% | $2,565-78.6% |
| Participant deferral / active EE | $900 | $2,919-69.2% | $3,699-75.7% | $3,952-77.2% |
| Admin fee / account holder | $1,569 | $5,974-73.7% | $5,830-73.1% | $6,261-74.9% |