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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 | $6,455 | $110,410-94.2% | $102,437-93.7% | $145,897-95.6% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.5%-9.8pp | 80.3%-15.6pp |
| Annual return | 10.72% | 24.85%-14.1pp | 24.95%-14.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $908 | $4,217-78.5% | $3,871-76.5% | $4,663-80.5% |
| Participant deferral / active EE | $1,074 | $5,622-80.9% | $5,060-78.8% | $6,689-83.9% |
| Admin fee / account holder | $1,086 | $9,745-88.9% | $8,388-87.1% | $13,390-91.9% |