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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 | $22,114 | $209,336-89.4% | $197,124-88.8% | $137,256-83.9% |
| Participation rate | 37.5% | 87.3%-49.8pp | 86.7%-49.2pp | 80.0%-42.5pp |
| Annual return | 15.08% | 48.09%-33.0pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,467 | $9,614-84.7% | $9,135-83.9% | $6,407-77.1% |
| Admin fee / account holder | $5,175 | $17,308-70.1% | $16,298-68.2% | $12,270-57.8% |