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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 | $10,096 | $165,351-93.9% | $149,710-93.3% | $158,931-93.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.73% | 348.19%-324.5pp | 276.63%-252.9pp | 302.86%-279.1pp |
| Employer contribution / active EE | $985 | $5,103-80.7% | $4,645-78.8% | $4,761-79.3% |
| Participant deferral / active EE | $1,454 | $7,181-79.8% | $6,842-78.8% | $5,982-75.7% |
| Admin fee / account holder | $1,723 | $10,807-84.1% | $9,309-81.5% | $11,247-84.7% |