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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 | $17,436 | $67,602-74.2% | $82,312-78.8% | $70,126-75.1% |
| Participation rate | 37.3% | 72.8%-35.5pp | 76.9%-39.6pp | 69.5%-32.3pp |
| Annual return | 18.89% | 21.57%-2.7pp | 25.88%-7.0pp | 73.15%-54.3pp |
| Employer contribution / active EE | $767 | $1,755-56.3% | $2,428-68.4% | $2,343-67.2% |
| Participant deferral / active EE | $1,251 | $2,987-58.1% | $3,706-66.2% | $3,332-62.5% |
| Admin fee / account holder | $716 | $4,512-84.1% | $5,608-87.2% | $4,645-84.6% |