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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 | $5,101 | $165,361-96.9% | $149,715-96.6% | $158,950-96.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 16.49% | 348.24%-331.7pp | 276.66%-260.2pp | 302.91%-286.4pp |
| Employer contribution / active EE | $1,084 | $5,103-78.8% | $4,645-76.7% | $4,762-77.2% |
| Participant deferral / active EE | $1,769 | $7,182-75.4% | $6,842-74.1% | $5,983-70.4% |
| Admin fee / account holder | $4,155 | $10,808-61.6% | $9,310-55.4% | $11,248-63.1% |