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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 | $13,456 | $124,425-89.2% | $112,040-88.0% | $137,256-90.2% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 25.14% | 24.72%+0.4pp | 24.52%+0.6pp | 220.34%-195.2pp |
| Employer contribution / active EE | $853 | $3,411-75.0% | $2,954-71.1% | $4,156-79.5% |
| Participant deferral / active EE | $1,156 | $5,718-79.8% | $5,098-77.3% | $6,407-82.0% |
| Admin fee / account holder | $554 | $15,207-96.4% | $12,098-95.4% | $12,270-95.5% |