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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 | $17,120 | $135,956-87.4% | $123,894-86.2% | $273,970-93.8% |
| Participation rate | 47.8% | 84.1%-36.2pp | 81.4%-33.6pp | 83.0%-35.2pp |
| Annual return | 8.71% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,433 | $5,170-72.3% | $4,617-69.0% | $4,869-70.6% |
| Participant deferral / active EE | $1,891 | $6,343-70.2% | $5,984-68.4% | $5,287-64.2% |
| Admin fee / account holder | $2,151 | $9,817-78.1% | $8,357-74.3% | $10,132-78.8% |