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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 | $14,719 | $85,766-82.8% | $136,298-89.2% | $70,126-79.0% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 16.16% | 31.46%-15.3pp | 5156.27%-5140.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $768 | $2,966-74.1% | $4,696-83.6% | $2,343-67.2% |
| Participant deferral / active EE | $1,049 | $5,051-79.2% | $6,247-83.2% | $3,332-68.5% |
| Admin fee / account holder | $726 | $5,421-86.6% | $9,244-92.1% | $4,645-84.4% |