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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 | $9,013 | $148,629-93.9% | $135,982-93.4% | $139,487-93.5% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 23.01% | 79.33%-56.3pp | 68.32%-45.3pp | 373.84%-350.8pp |
| Employer contribution / active EE | $1,472 | $5,247-71.9% | $4,859-69.7% | $4,755-69.0% |
| Participant deferral / active EE | $2,316 | $8,102-71.4% | $7,760-70.2% | $6,713-65.5% |
| Admin fee / account holder | $667 | $12,406-94.6% | $10,767-93.8% | $11,407-94.2% |