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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 | $1,887 | $55,889-96.6% | $76,119-97.5% | $80,935-97.7% |
| Participation rate | 68.7% | 62.1%+6.6pp | 69.1%-0.4pp | 67.7%+1.0pp |
| Annual return | 20.01% | 20.58%-0.6pp | 361.25%-341.2pp | 35.66%-15.6pp |
| Employer contribution / active EE | $413 | $1,866-77.9% | $2,693-84.7% | $2,757-85.0% |
| Participant deferral / active EE | $895 | $3,051-70.7% | $4,259-79.0% | $4,299-79.2% |
| Admin fee / account holder | $752 | $5,241-85.7% | $6,421-88.3% | $6,924-89.1% |