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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 | $10,652 | $156,398-93.2% | $147,318-92.8% | $138,895-92.3% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 24.79% | 78.75%-54.0pp | 70.43%-45.6pp | 145.39%-120.6pp |
| Employer contribution / active EE | $1,386 | $4,853-71.4% | $4,593-69.8% | $4,194-67.0% |
| Participant deferral / active EE | $1,990 | $8,237-75.8% | $7,906-74.8% | $6,396-68.9% |
| Admin fee / account holder | $1,519 | $14,976-89.9% | $13,708-88.9% | $12,562-87.9% |