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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 | $1,417 | $101,618-98.6% | $93,063-98.5% | $137,256-99.0% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 44.32% | 223.95%-179.6pp | 34.15%+10.2pp | 220.34%-176.0pp |
| Employer contribution / active EE | $524 | $2,707-80.6% | $2,476-78.8% | $4,156-87.4% |
| Participant deferral / active EE | $524 | $4,279-87.8% | $3,958-86.8% | $6,407-91.8% |
| Admin fee / account holder | $913 | $6,198-85.3% | $6,033-84.9% | $12,270-92.6% |