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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 | $6,960 | $107,666-93.5% | $102,184-93.2% | $154,746-95.5% |
| Participation rate | 62.5% | 83.7%-21.2pp | 82.6%-20.1pp | 80.7%-18.2pp |
| Annual return | 30.36% | 29.33%+1.0pp | 31.58%-1.2pp | 172.34%-142.0pp |
| Employer contribution / active EE | $987 | $3,846-74.4% | $3,594-72.5% | $4,379-77.5% |
| Participant deferral / active EE | $987 | $8,719-88.7% | $8,309-88.1% | $6,730-85.3% |
| Admin fee / account holder | $420 | $12,943-96.8% | $11,609-96.4% | $14,365-97.1% |