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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 | $4,019 | $100,970-96.0% | $96,576-95.8% | $137,256-97.1% |
| Participation rate | 69.2% | 82.6%-13.4pp | 81.4%-12.2pp | 80.0%-10.7pp |
| Annual return | 35.76% | 38.16%-2.4pp | 38.47%-2.7pp | 220.34%-184.6pp |
| Employer contribution / active EE | $1,076 | $3,809-71.7% | $3,553-69.7% | $4,156-74.1% |
| Participant deferral / active EE | $1,218 | $8,286-85.3% | $7,956-84.7% | $6,407-81.0% |
| Admin fee / account holder | $465 | $11,312-95.9% | $11,381-95.9% | $12,270-96.2% |