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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 | $2,803 | $85,024-96.7% | $70,544-96.0% | $139,466-98.0% |
| Participation rate | 59.1% | 73.9%-14.8pp | 68.4%-9.3pp | 80.3%-21.2pp |
| Annual return | 25.29% | 30.39%-5.1pp | 32.79%-7.5pp | 373.66%-348.4pp |
| Employer contribution / active EE | $601 | $3,912-84.6% | $2,976-79.8% | $4,754-87.4% |
| Participant deferral / active EE | $601 | $5,891-89.8% | $4,568-86.8% | $6,712-91.0% |
| Admin fee / account holder | $611 | $8,928-93.2% | $6,427-90.5% | $11,409-94.6% |