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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 | $3,954 | $124,425-96.8% | $112,040-96.5% | $137,256-97.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 35.00% | 24.72%+10.3pp | 24.52%+10.5pp | 220.34%-185.3pp |
| Employer contribution / active EE | $839 | $3,411-75.4% | $2,954-71.6% | $4,156-79.8% |
| Participant deferral / active EE | $1,307 | $5,718-77.1% | $5,098-74.4% | $6,407-79.6% |
| Admin fee / account holder | $993 | $15,207-93.5% | $12,098-91.8% | $12,270-91.9% |