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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 | $10,814 | $93,617-88.4% | $135,982-92.0% | $75,177-85.6% |
| Participation rate | 65.5% | 75.2%-9.7pp | 81.9%-16.4pp | 67.2%-1.7pp |
| Annual return | 23.23% | 30.89%-7.7pp | 68.32%-45.1pp | 160.75%-137.5pp |
| Employer contribution / active EE | $1,053 | $3,538-70.2% | $4,859-78.3% | $2,671-60.6% |
| Participant deferral / active EE | $2,490 | $6,406-61.1% | $7,760-67.9% | $4,126-39.6% |
| Admin fee / account holder | $546 | $6,980-92.2% | $10,767-94.9% | $5,651-90.3% |