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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 | $21,118 | $93,598-77.4% | $135,974-84.5% | $75,173-71.9% |
| Participation rate | 55.3% | 75.2%-19.9pp | 81.9%-26.7pp | 67.2%-11.9pp |
| Annual return | 24.04% | 30.89%-6.8pp | 68.30%-44.3pp | 160.72%-136.7pp |
| Employer contribution / active EE | $1,384 | $3,538-60.9% | $4,859-71.5% | $2,671-48.2% |
| Participant deferral / active EE | $2,343 | $6,405-63.4% | $7,760-69.8% | $4,126-43.2% |
| Admin fee / account holder | $973 | $6,978-86.1% | $10,767-91.0% | $5,651-82.8% |