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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 | $19,608 | $135,956-85.6% | $123,894-84.2% | $273,972-92.8% |
| Participation rate | 65.2% | 84.1%-18.8pp | 81.4%-16.2pp | 83.0%-17.8pp |
| Annual return | 9.26% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,468 | $5,170-71.6% | $4,617-68.2% | $4,869-69.9% |
| Participant deferral / active EE | $1,900 | $6,343-70.0% | $5,984-68.2% | $5,287-64.1% |
| Admin fee / account holder | $2,136 | $9,817-78.2% | $8,357-74.4% | $10,133-78.9% |