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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 | $108,825-90.0% | $156,181-93.1% | $82,448-86.9% |
| Participation rate | 43.8% | 72.4%-28.6pp | 78.8%-35.1pp | 68.1%-24.3pp |
| Annual return | 23.95% | 20.59%+3.4pp | 64.87%-40.9pp | 41.64%-17.7pp |
| Employer contribution / active EE | $962 | $2,870-66.5% | $4,294-77.6% | $2,551-62.3% |
| Participant deferral / active EE | $1,521 | $4,577-66.8% | $6,132-75.2% | $4,139-63.3% |
| Admin fee / account holder | $416 | $9,341-95.6% | $14,586-97.2% | $7,234-94.3% |