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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 | $18,446 | $126,661-85.4% | $113,397-83.7% | $138,895-86.7% |
| Participation rate | 60.9% | 79.4%-18.6pp | 76.5%-15.6pp | 79.9%-19.0pp |
| Annual return | 18.78% | 25.05%-6.3pp | 23.20%-4.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $953 | $3,456-72.4% | $2,977-68.0% | $4,194-77.3% |
| Participant deferral / active EE | $1,631 | $5,693-71.3% | $5,076-67.9% | $6,396-74.5% |
| Admin fee / account holder | $539 | $14,549-96.3% | $11,957-95.5% | $12,562-95.7% |