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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 | $10,833 | $114,712-90.6% | $173,730-93.8% | $87,485-87.6% |
| Participation rate | 43.8% | 73.0%-29.2pp | 79.6%-35.8pp | 68.9%-25.2pp |
| Annual return | 23.95% | 20.18%+3.8pp | 19.96%+4.0pp | 26.06%-2.1pp |
| Employer contribution / active EE | $962 | $2,904-66.9% | $4,577-79.0% | $2,596-62.9% |
| Participant deferral / active EE | $1,521 | $4,642-67.2% | $6,326-76.0% | $4,274-64.4% |
| Admin fee / account holder | $416 | $10,210-95.9% | $17,523-97.6% | $7,775-94.7% |