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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 | $100,970-97.5% | $96,576-97.4% | $137,256-98.2% |
| Participation rate | 69.6% | 82.6%-13.0pp | 81.4%-11.9pp | 80.0%-10.4pp |
| Annual return | 48.52% | 38.16%+10.4pp | 38.47%+10.0pp | 220.34%-171.8pp |
| Employer contribution / active EE | $861 | $3,809-77.4% | $3,553-75.8% | $4,156-79.3% |
| Participant deferral / active EE | $950 | $8,286-88.5% | $7,956-88.1% | $6,407-85.2% |
| Admin fee / account holder | $497 | $11,312-95.6% | $11,381-95.6% | $12,270-95.9% |