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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 | $16,044 | $162,136-90.1% | $152,301-89.5% | $154,746-89.6% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 52.92% | 91.02%-38.1pp | 80.50%-27.6pp | 172.34%-119.4pp |
| Employer contribution / active EE | $1,318 | $4,890-73.0% | $4,624-71.5% | $4,379-69.9% |
| Participant deferral / active EE | $2,134 | $8,341-74.4% | $8,004-73.3% | $6,730-68.3% |
| Admin fee / account holder | $2,326 | $15,759-85.2% | $14,398-83.8% | $14,365-83.8% |