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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 | $7,809 | $110,379-92.9% | $102,412-92.4% | $145,884-94.6% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 14.23% | 24.84%-10.6pp | 24.94%-10.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,523 | $4,216-63.9% | $3,870-60.6% | $4,662-67.3% |
| Participant deferral / active EE | $1,258 | $5,622-77.6% | $5,060-75.1% | $6,690-81.2% |
| Admin fee / account holder | $896 | $9,745-90.8% | $8,388-89.3% | $13,392-93.3% |