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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 | $8,221 | $78,707-89.6% | $117,861-93.0% | $70,126-88.3% |
| Participation rate | 66.7% | 73.2%-6.5pp | 79.7%-13.0pp | 69.5%-2.9pp |
| Annual return | 22.20% | 23.30%-1.1pp | 335.11%-312.9pp | 73.15%-51.0pp |
| Employer contribution / active EE | $1,086 | $2,223-51.1% | $3,786-71.3% | $2,343-53.6% |
| Participant deferral / active EE | $1,318 | $3,297-60.0% | $4,482-70.6% | $3,332-60.4% |
| Admin fee / account holder | $1,170 | $5,066-76.9% | $8,021-85.4% | $4,645-74.8% |