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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 | $7,104 | $114,119-93.8% | $107,187-93.4% | $138,895-94.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 17.55% | 273.21%-255.7pp | 204.55%-187.0pp | 145.39%-127.8pp |
| Employer contribution / active EE | $924 | $4,059-77.2% | $3,782-75.6% | $4,194-78.0% |
| Participant deferral / active EE | $1,390 | $5,538-74.9% | $5,096-72.7% | $6,396-78.3% |
| Admin fee / account holder | $2,222 | $10,024-77.8% | $9,162-75.7% | $12,562-82.3% |