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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 | $2,496 | $102,609-97.6% | $98,090-97.5% | $138,895-98.2% |
| Participation rate | 69.6% | 82.8%-13.2pp | 81.5%-12.0pp | 79.9%-10.4pp |
| Annual return | 48.52% | 36.44%+12.1pp | 37.05%+11.5pp | 145.39%-96.9pp |
| Employer contribution / active EE | $861 | $3,867-77.7% | $3,606-76.1% | $4,194-79.5% |
| Participant deferral / active EE | $950 | $8,167-88.4% | $7,845-87.9% | $6,396-85.2% |
| Admin fee / account holder | $497 | $11,434-95.7% | $11,815-95.8% | $12,562-96.0% |