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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 | $8,541 | $85,171-90.0% | $172,753-95.1% | $72,976-88.3% |
| Participation rate | 67.1% | 70.1%-3.0pp | 82.6%-15.5pp | 69.5%-2.4pp |
| Annual return | 23.63% | 27.32%-3.7pp | 803.00%-779.4pp | 81.02%-57.4pp |
| Employer contribution / active EE | $610 | $3,324-81.7% | $5,144-88.1% | $2,440-75.0% |
| Participant deferral / active EE | $828 | $3,260-74.6% | $5,198-84.1% | $3,608-77.1% |
| Admin fee / account holder | $1,052 | $5,880-82.1% | $13,956-92.5% | $5,124-79.5% |