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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 | $9,854 | $97,020-89.8% | $83,327-88.2% | $135,380-92.7% |
| Participation rate | 68.8% | 80.4%-11.7pp | 77.8%-9.0pp | 82.6%-13.9pp |
| Annual return | -4.70% | 12.31%-17.0pp | 10.64%-15.3pp | 519.81%-524.5pp |
| Employer contribution / active EE | $953 | $4,144-77.0% | $3,379-71.8% | $4,779-80.1% |
| Participant deferral / active EE | $1,239 | $5,964-79.2% | $5,565-77.7% | $5,609-77.9% |
| Admin fee / account holder | $4,961 | $8,426-41.1% | $7,540-34.2% | $10,828-54.2% |