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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 | $5,165 | $201,372-97.4% | $184,260-97.2% | $145,884-96.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 21.84% | 29.04%-7.2pp | 28.84%-7.0pp | 551.85%-530.0pp |
| Employer contribution / active EE | $1,580 | $7,024-77.5% | $6,427-75.4% | $4,662-66.1% |
| Participant deferral / active EE | $2,065 | $9,808-78.9% | $9,133-77.4% | $6,690-69.1% |
| Admin fee / account holder | $365 | $16,362-97.8% | $13,898-97.4% | $13,392-97.3% |