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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 | $19,658 | $212,386-90.7% | $199,883-90.2% | $138,895-85.8% |
| Participation rate | 53.3% | 87.4%-34.0pp | 86.8%-33.4pp | 79.9%-26.6pp |
| Annual return | 18.68% | 47.75%-29.1pp | 43.81%-25.1pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,397 | $6,625-78.9% | $6,261-77.7% | $4,194-66.7% |
| Participant deferral / active EE | $1,927 | $9,617-80.0% | $9,138-78.9% | $6,396-69.9% |
| Admin fee / account holder | $1,690 | $18,233-90.7% | $17,268-90.2% | $12,562-86.5% |