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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 | $9,083 | $93,589-90.3% | $135,942-93.3% | $75,181-87.9% |
| Participation rate | 66.1% | 75.2%-9.1pp | 81.9%-15.8pp | 67.2%-1.1pp |
| Annual return | 19.61% | 30.90%-11.3pp | 68.28%-48.7pp | 160.69%-141.1pp |
| Employer contribution / active EE | $1,250 | $3,537-64.7% | $4,858-74.3% | $2,671-53.2% |
| Participant deferral / active EE | $1,993 | $6,405-68.9% | $7,759-74.3% | $4,126-51.7% |
| Admin fee / account holder | $662 | $6,977-90.5% | $10,764-93.9% | $5,650-88.3% |