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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 | $18,343 | $64,705-71.7% | $62,929-70.9% | $67,986-73.0% |
| Participation rate | 47.9% | 65.6%-17.7pp | 73.1%-25.2pp | 57.2%-9.3pp |
| Annual return | 15.73% | 20.31%-4.6pp | 1063.93%-1048.2pp | 31.67%-15.9pp |
| Employer contribution / active EE | $573 | $2,376-75.9% | $2,505-77.1% | $2,019-71.6% |
| Participant deferral / active EE | $919 | $3,198-71.3% | $3,888-76.4% | $3,358-72.6% |
| Admin fee / account holder | $1,855 | $1,428+29.9% | $5,065-63.4% | $3,203-42.1% |