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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 | $15,352 | $157,296-90.2% | $141,191-89.1% | $152,897-90.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 18.51% | 64.34%-45.8pp | 71.41%-52.9pp | 345.43%-326.9pp |
| Employer contribution / active EE | $1,341 | $5,262-74.5% | $4,736-71.7% | $4,764-71.9% |
| Participant deferral / active EE | $1,997 | $7,111-71.9% | $6,710-70.2% | $5,851-65.9% |
| Admin fee / account holder | $8,971 | $12,125-26.0% | $10,264-12.6% | $11,599-22.7% |