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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 | $15,371 | $89,367-82.8% | $141,191-89.1% | $72,975-78.9% |
| Participation rate | 58.1% | 75.1%-17.1pp | 82.5%-24.4pp | 69.5%-11.4pp |
| Annual return | 40.02% | 111.87%-71.8pp | 71.41%-31.4pp | 81.01%-41.0pp |
| Employer contribution / active EE | $1,565 | $3,115-49.8% | $4,736-67.0% | $2,440-35.9% |
| Participant deferral / active EE | $2,186 | $5,419-59.7% | $6,710-67.4% | $3,608-39.4% |
| Admin fee / account holder | $1,142 | $5,957-80.8% | $10,264-88.9% | $5,124-77.7% |