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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 | $6,205 | $154,228-96.0% | $145,433-95.7% | $137,256-95.5% |
| Participation rate | 69.6% | 83.8%-14.2pp | 82.1%-12.6pp | 80.0%-10.4pp |
| Annual return | 14.18% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,298 | $4,804-73.0% | $4,554-71.5% | $4,156-68.8% |
| Participant deferral / active EE | $1,483 | $8,216-82.0% | $7,897-81.2% | $6,407-76.9% |
| Admin fee / account holder | $900 | $14,344-93.7% | $13,129-93.1% | $12,270-92.7% |