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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 | $17,005 | $157,296-89.2% | $141,191-88.0% | $152,897-88.9% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 22.88% | 64.34%-41.5pp | 71.41%-48.5pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,318 | $5,262-75.0% | $4,736-72.2% | $4,764-72.3% |
| Participant deferral / active EE | $2,115 | $7,111-70.3% | $6,710-68.5% | $5,851-63.9% |
| Admin fee / account holder | $875 | $12,125-92.8% | $10,264-91.5% | $11,599-92.5% |