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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 | $11,017 | $165,381-93.3% | $149,730-92.6% | $158,966-93.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 26.62% | 348.29%-321.7pp | 276.70%-250.1pp | 302.95%-276.3pp |
| Employer contribution / active EE | $1,695 | $5,104-66.8% | $4,645-63.5% | $4,762-64.4% |
| Participant deferral / active EE | $1,733 | $7,182-75.9% | $6,843-74.7% | $5,983-71.0% |
| Admin fee / account holder | $4,602 | $10,809-57.4% | $9,310-50.6% | $11,250-59.1% |