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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 | $20,375 | $86,298-76.4% | $111,308-81.7% | $85,847-76.3% |
| Participation rate | 51.4% | 73.3%-21.9pp | 77.3%-25.9pp | 69.3%-17.9pp |
| Annual return | 30.61% | 19.99%+10.6pp | 54.67%-24.1pp | 318.61%-288.0pp |
| Employer contribution / active EE | $1,004 | $2,044-50.9% | $2,732-63.2% | $2,565-60.9% |
| Participant deferral / active EE | $1,649 | $3,641-54.7% | $4,487-63.3% | $3,952-58.3% |
| Admin fee / account holder | $589 | $8,189-92.8% | $7,965-92.6% | $6,261-90.6% |