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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 | $5,475 | $48,314-88.7% | $67,561-91.9% | $80,925-93.2% |
| Participation rate | 26.7% | 66.4%-39.7pp | 72.9%-46.2pp | 67.7%-41.0pp |
| Annual return | 17.97% | 18.28%-0.3pp | 3525.44%-3507.5pp | 35.65%-17.7pp |
| Employer contribution / active EE | $520 | $2,022-74.3% | $2,735-81.0% | $2,756-81.1% |
| Participant deferral / active EE | $637 | $2,927-78.2% | $4,003-84.1% | $4,299-85.2% |
| Admin fee / account holder | $884 | $3,690-76.0% | $4,006-77.9% | $6,940-87.3% |