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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 | $1,994 | $161,352-98.8% | $134,172-98.5% | $137,256-98.5% |
| Participation rate | 62.5% | 78.3%-15.8pp | 72.5%-10.0pp | 80.0%-17.5pp |
| Annual return | 54.01% | 28.72%+25.3pp | 25.30%+28.7pp | 220.34%-166.3pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,237 | $5,552-77.7% | $4,690-73.6% | $6,407-80.7% |
| Admin fee / account holder | $449 | $15,028-97.0% | $12,016-96.3% | $12,270-96.3% |