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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 | $8,601 | $117,895-92.7% | $102,460-91.6% | $145,897-94.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 9.43% | 31.92%-22.5pp | 29.47%-20.0pp | 552.29%-542.9pp |
| Employer contribution / active EE | $872 | $3,619-75.9% | $3,025-71.2% | $4,663-81.3% |
| Participant deferral / active EE | $1,314 | $5,736-77.1% | $5,056-74.0% | $6,689-80.4% |
| Admin fee / account holder | $2,790 | $13,353-79.1% | $9,460-70.5% | $13,390-79.2% |