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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 | $9,178 | $129,737-92.9% | $119,126-92.3% | $154,746-94.1% |
| Participation rate | 53.8% | 78.9%-25.0pp | 75.8%-21.9pp | 80.7%-26.9pp |
| Annual return | 31.84% | 379.08%-347.2pp | 282.11%-250.3pp | 172.34%-140.5pp |
| Employer contribution / active EE | $1,323 | $4,375-69.8% | $4,034-67.2% | $4,379-69.8% |
| Participant deferral / active EE | $1,323 | $5,842-77.3% | $5,318-75.1% | $6,730-80.3% |
| Admin fee / account holder | $787 | $11,961-93.4% | $10,693-92.6% | $14,365-94.5% |