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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 | $9,968 | $79,449-87.5% | $189,597-94.7% | $85,851-88.4% |
| Participation rate | 54.3% | 66.0%-11.7pp | 78.4%-24.2pp | 69.3%-15.0pp |
| Annual return | 17.98% | 18.45%-0.5pp | 64.20%-46.2pp | 318.63%-300.7pp |
| Employer contribution / active EE | $763 | $2,081-63.4% | $4,412-82.7% | $2,565-70.3% |
| Participant deferral / active EE | $1,028 | $4,051-74.6% | $6,174-83.4% | $3,952-74.0% |
| Admin fee / account holder | $3,627 | $5,377-32.5% | $9,807-63.0% | $6,261-42.1% |