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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 | $17,762 | $99,652-82.2% | $78,778-77.5% | $147,586-88.0% |
| Participation rate | 68.8% | 76.2%-7.5pp | 69.2%-0.4pp | 82.8%-14.1pp |
| Annual return | 18.06% | 47.28%-29.2pp | 35.62%-17.6pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,009 | $2,796-63.9% | $1,986-49.2% | $4,876-79.3% |
| Participant deferral / active EE | $15 | $3,664-99.6% | $2,958-99.5% | $5,439-99.7% |
| Admin fee / account holder | $550 | $7,155-92.3% | $5,134-89.3% | $10,886-94.9% |