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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 | $13,254 | $149,679-91.1% | $117,039-88.7% | $147,586-91.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 24.88% | 19.31%+5.6pp | 18.95%+5.9pp | 578.59%-553.7pp |
| Employer contribution / active EE | $829 | $4,937-83.2% | $3,785-78.1% | $4,876-83.0% |
| Participant deferral / active EE | $1,174 | $4,912-76.1% | $3,929-70.1% | $5,439-78.4% |
| Admin fee / account holder | $615 | $7,856-92.2% | $5,974-89.7% | $10,886-94.4% |