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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 | $7,602 | $148,623-94.9% | $135,974-94.4% | $139,466-94.5% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 23.97% | 79.30%-55.3pp | 68.30%-44.3pp | 373.66%-349.7pp |
| Employer contribution / active EE | $1,347 | $5,246-74.3% | $4,859-72.3% | $4,754-71.7% |
| Participant deferral / active EE | $1,572 | $8,103-80.6% | $7,760-79.7% | $6,712-76.6% |
| Admin fee / account holder | $3,174 | $12,406-74.4% | $10,767-70.5% | $11,409-72.2% |