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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 | $5,558 | $129,737-95.7% | $119,126-95.3% | $154,746-96.4% |
| Participation rate | 52.4% | 78.9%-26.5pp | 75.8%-23.4pp | 80.7%-28.3pp |
| Annual return | 18.75% | 379.08%-360.3pp | 282.11%-263.4pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,112 | $4,375-74.6% | $4,034-72.4% | $4,379-74.6% |
| Participant deferral / active EE | $1,182 | $5,842-79.8% | $5,318-77.8% | $6,730-82.4% |
| Admin fee / account holder | $369 | $11,961-96.9% | $10,693-96.5% | $14,365-97.4% |