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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 | $16,029 | $94,031-83.0% | $115,768-86.2% | $82,448-80.6% |
| Participation rate | 68.0% | 70.4%-2.4pp | 74.4%-6.4pp | 68.1%-0.1pp |
| Annual return | 12.68% | 20.61%-7.9pp | 100.46%-87.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $928 | $2,323-60.1% | $2,940-68.4% | $2,551-63.6% |
| Participant deferral / active EE | $1,069 | $3,972-73.1% | $4,917-78.2% | $4,139-74.2% |
| Admin fee / account holder | $1,477 | $10,249-85.6% | $12,439-88.1% | $7,234-79.6% |