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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 | $12,637 | $78,707-83.9% | $117,861-89.3% | $70,126-82.0% |
| Participation rate | 43.9% | 73.2%-29.3pp | 79.7%-35.8pp | 69.5%-25.6pp |
| Annual return | 19.06% | 23.30%-4.2pp | 335.11%-316.0pp | 73.15%-54.1pp |
| Employer contribution / active EE | $830 | $2,223-62.7% | $3,786-78.1% | $2,343-64.6% |
| Participant deferral / active EE | $1,001 | $3,297-69.6% | $4,482-77.7% | $3,332-69.9% |
| Admin fee / account holder | $577 | $5,066-88.6% | $8,021-92.8% | $4,645-87.6% |