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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 | $3,870 | $77,896-95.0% | $134,172-97.1% | $82,448-95.3% |
| Participation rate | 69.2% | 62.8%+6.4pp | 72.5%-3.2pp | 68.1%+1.2pp |
| Annual return | 23.18% | 18.21%+5.0pp | 25.30%-2.1pp | 41.64%-18.5pp |
| Employer contribution / active EE | $701 | $2,159-67.6% | $3,420-79.5% | $2,551-72.5% |
| Participant deferral / active EE | $932 | $3,162-70.5% | $4,690-80.1% | $4,139-77.5% |
| Admin fee / account holder | $578 | $6,336-90.9% | $12,016-95.2% | $7,234-92.0% |