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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 | $13,919 | $117,895-88.2% | $102,460-86.4% | $145,897-90.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 13.26% | 31.92%-18.7pp | 29.47%-16.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $934 | $3,619-74.2% | $3,025-69.1% | $4,663-80.0% |
| Participant deferral / active EE | $1,010 | $5,736-82.4% | $5,056-80.0% | $6,689-84.9% |
| Admin fee / account holder | $2,287 | $13,353-82.9% | $9,460-75.8% | $13,390-82.9% |