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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 | $10,265 | $289,211-96.5% | $260,467-96.1% | $198,609-94.8% |
| Participation rate | 42.9% | 83.1%-40.2pp | 80.5%-37.6pp | 82.4%-39.5pp |
| Annual return | 24.07% | 112.90%-88.8pp | 100.60%-76.5pp | 202.70%-178.6pp |
| Employer contribution / active EE | $753 | $4,663-83.8% | $4,239-82.2% | $5,055-85.1% |
| Participant deferral / active EE | $884 | $6,812-87.0% | $6,319-86.0% | $6,977-87.3% |
| Admin fee / account holder | $591 | $16,236-96.4% | $15,461-96.2% | $19,030-96.9% |