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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 | $9,199 | $107,368-91.4% | $92,915-90.1% | $152,909-94.0% |
| Participation rate | 27.8% | 79.8%-52.0pp | 76.0%-48.2pp | 82.5%-54.7pp |
| Annual return | 18.89% | 145.64%-126.8pp | 109.45%-90.6pp | 345.46%-326.6pp |
| Employer contribution / active EE | $745 | $4,222-82.4% | $3,653-79.6% | $4,764-84.4% |
| Participant deferral / active EE | $1,166 | $4,848-76.0% | $4,238-72.5% | $5,851-80.1% |
| Admin fee / account holder | $3,584 | $7,082-49.4% | $5,796-38.2% | $11,601-69.1% |