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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 | $8,084 | $124,425-93.5% | $112,040-92.8% | $137,256-94.1% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 23.57% | 24.72%-1.1pp | 24.52%-0.9pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,153 | $3,411-66.2% | $2,954-61.0% | $4,156-72.3% |
| Participant deferral / active EE | $1,381 | $5,718-75.9% | $5,098-72.9% | $6,407-78.4% |
| Admin fee / account holder | $458 | $15,207-97.0% | $12,098-96.2% | $12,270-96.3% |