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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 | $4,651 | $76,407-93.9% | $150,298-96.9% | $82,448-94.4% |
| Participation rate | 59.5% | 66.4%-6.9pp | 77.8%-18.3pp | 68.1%-8.6pp |
| Annual return | 19.44% | 39.99%-20.6pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $333 | $2,614-87.3% | $4,154-92.0% | $2,551-87.0% |
| Participant deferral / active EE | $826 | $3,214-74.3% | $5,453-84.8% | $4,139-80.0% |
| Admin fee / account holder | $324 | $6,352-94.9% | $14,116-97.7% | $7,234-95.5% |