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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 | $7,444 | $90,674-91.8% | $96,707-92.3% | $82,448-91.0% |
| Participation rate | 60.7% | 75.9%-15.2pp | 80.4%-19.6pp | 68.1%-7.4pp |
| Annual return | 21.01% | 49.05%-28.0pp | 34.78%-13.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,149 | $3,975-71.1% | $4,191-72.6% | $2,551-54.9% |
| Participant deferral / active EE | $1,409 | $5,696-75.3% | $5,997-76.5% | $4,139-66.0% |
| Admin fee / account holder | $681 | $7,568-91.0% | $7,503-90.9% | $7,234-90.6% |