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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 | $7,814 | $184,014-95.8% | $161,149-95.2% | $138,895-94.4% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.8%-21.7pp | 79.9%-22.8pp |
| Annual return | 18.54% | 21.52%-3.0pp | 21.16%-2.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,374 | $5,055-72.8% | $4,360-68.5% | $4,194-67.2% |
| Participant deferral / active EE | $1,378 | $6,909-80.1% | $6,153-77.6% | $6,396-78.5% |
| Admin fee / account holder | $2,556 | $18,027-85.8% | $15,194-83.2% | $12,562-79.7% |