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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 | $15,586 | $176,120-91.2% | $159,487-90.2% | $167,553-90.7% |
| Participation rate | 53.3% | 85.0%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 11.42% | 331.95%-320.5pp | 263.71%-252.3pp | 478.89%-467.5pp |
| Employer contribution / active EE | $1,167 | $5,299-78.0% | $4,831-75.9% | $4,840-75.9% |
| Participant deferral / active EE | $1,544 | $7,752-80.1% | $7,354-79.0% | $6,343-75.7% |
| Admin fee / account holder | $2,761 | $12,561-78.0% | $10,804-74.4% | $12,316-77.6% |