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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 | $15,598 | $185,312-91.6% | $161,489-90.3% | $154,746-89.9% |
| Participation rate | 68.2% | 82.5%-14.3pp | 78.7%-10.5pp | 80.7%-12.5pp |
| Annual return | 20.25% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,228 | $4,769-74.2% | $4,268-71.2% | $4,379-71.9% |
| Participant deferral / active EE | $1,607 | $6,350-74.7% | $5,630-71.4% | $6,730-76.1% |
| Admin fee / account holder | $1,294 | $18,654-93.1% | $16,006-91.9% | $14,365-91.0% |