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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 | $10,600 | $111,785-90.5% | $93,669-88.7% | $145,877-92.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 12.14% | 203.79%-191.6pp | 133.59%-121.4pp | 551.28%-539.1pp |
| Employer contribution / active EE | $569 | $3,096-81.6% | $2,424-76.5% | $4,663-87.8% |
| Participant deferral / active EE | $767 | $4,919-84.4% | $4,416-82.6% | $6,691-88.5% |
| Admin fee / account holder | $925 | $10,256-91.0% | $8,291-88.8% | $13,402-93.1% |