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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 | $5,947 | $100,970-94.1% | $96,576-93.8% | $137,256-95.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 21.92% | 38.16%-16.2pp | 38.47%-16.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $564 | $3,809-85.2% | $3,553-84.1% | $4,156-86.4% |
| Participant deferral / active EE | $893 | $8,286-89.2% | $7,956-88.8% | $6,407-86.1% |
| Admin fee / account holder | $1,066 | $11,312-90.6% | $11,381-90.6% | $12,270-91.3% |