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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 | $3,124 | $81,504-96.2% | $102,437-97.0% | $80,959-96.1% |
| Participation rate | 19.2% | 66.9%-47.6pp | 74.5%-55.3pp | 67.7%-48.4pp |
| Annual return | 21.95% | 25.60%-3.6pp | 24.95%-3.0pp | 35.67%-13.7pp |
| Employer contribution / active EE | $1,083 | $3,104-65.1% | $3,871-72.0% | $2,757-60.7% |
| Participant deferral / active EE | $1,110 | $3,871-71.3% | $5,060-78.1% | $4,300-74.2% |
| Admin fee / account holder | $1,552 | $6,719-76.9% | $8,388-81.5% | $6,925-77.6% |