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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 | $6,310 | $156,398-96.0% | $147,318-95.7% | $138,895-95.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 20.92% | 78.75%-57.8pp | 70.43%-49.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $1,128 | $4,853-76.8% | $4,593-75.5% | $4,194-73.1% |
| Participant deferral / active EE | $1,361 | $8,237-83.5% | $7,906-82.8% | $6,396-78.7% |
| Admin fee / account holder | $1,126 | $14,976-92.5% | $13,708-91.8% | $12,562-91.0% |