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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 | $12,039 | $209,336-94.2% | $197,124-93.9% | $137,256-91.2% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 18.88% | 48.09%-29.2pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,400 | $6,591-78.8% | $6,227-77.5% | $4,156-66.3% |
| Participant deferral / active EE | $2,308 | $9,614-76.0% | $9,135-74.7% | $6,407-64.0% |
| Admin fee / account holder | $4,833 | $17,308-72.1% | $16,298-70.3% | $12,270-60.6% |