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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 | $10,344 | $148,623-93.0% | $135,974-92.4% | $139,466-92.6% |
| Participation rate | 55.0% | 83.9%-28.9pp | 81.9%-26.9pp | 80.3%-25.3pp |
| Annual return | 25.03% | 79.30%-54.3pp | 68.30%-43.3pp | 373.66%-348.6pp |
| Employer contribution / active EE | $1,242 | $5,246-76.3% | $4,859-74.4% | $4,754-73.9% |
| Participant deferral / active EE | $2,378 | $8,103-70.6% | $7,760-69.4% | $6,712-64.6% |
| Admin fee / account holder | $356 | $12,406-97.1% | $10,767-96.7% | $11,409-96.9% |